lt cap,

(It just erased a long message) Short story: Thanks for posting the INFN rationale - appreciated. I agree except that I don't trust management to know how their business is going - and that's inspite that business is so difficult to pin down in this sector, given that if one customer does or doesn't buy equipment, it can rise or crash a stock.

Clearly, the blow-down across the sector reflects, I'd think, concerns that things aren't stable and positive. If one accepts the 'buy' premise, today's blowdown of 4%+ is a real buying opp. Unless there's some INFN specific quite bad news. Can't find that yet - from Barrons it appears that it's other players disappointing. Could only copy this from Barrons:

Outlooks Soft in Communications TechInvestors saw CommScope’s guidance as a function of timing issues. BroadSoft’s forecast caused concer

I'm quite leaning towards picking up 1k shares - except that I can't find a/the reason for the blow-down, and I am skeptical of mgmt's ability to reassure analyts about rough quarters, rather than sounding like they're panicing. (I did post in a  prior CC that they sounded (quality of their voices), from the first minute, like they were 'running scared', and they we're - I think that was one of the very large blow downs of the stock.

Okay, back to trying to get myself to pull a trigger perhaps.