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Author:

Jam ok

Subject:

Off Topic

Date:

03/27/17 at 4:00 PM CDT

 

 

READ: 4

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Sentiment:

Neutral

Reply to:

MSG`#4225,`03/25/17
By LongTerm CapGains

 

Re: OFC News for INFN and CIEN

lt cap,

thanks for the info on networkers. The INFN roadmap, and the author's excitement about it, suggest that it may be a bargain here. But because it burned me so badly when I sold near the bottom, I feel like a WWII comic book pilot yelling, 'Die! Die! Die', as I takeout another Japanese Zero, flaming towards the Ocean.I'm hoping they will screw up in a major way, and go back to $8.50. But this is all personal, and matters not a whit.

I *was* glad to hear the CIEN likely has a major win in selling equip. in 2017. Like couple folks here, I have a fair amount that I bought and optioned out finishing OTM. The better the prospects, the more I like it, esp. given its retreat since the CC. I don't know exactly what "DCI' means, but I like it.

On a meta level: I believe that if Trump can't get his tax reform through, it will be a perfect opportunity for the market to retreat in tatters, as all things promised, including this net tax cut for the rich and companies, are already priced in.  If I may offer one of many rationales as to why he may become unglued: He thinks of winners and losers, not the kind of compromise it takes to enact legislation. 

 

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