If I understand this, INFN is 'playing dead' quite realistically here, and while there might be a rebound to some degree (-17% seems harsh), the bull analysts will likely disappear. And as you said, delayed orders and untested products seem to dominate the near to mid turn. Almost down near where I bought it. Sounds like it won't be worth buying until late 2017, or somewhat into 2018, the latter being the best guess. A few years ago Fallon had good CC's  down to a science. But disappointing earnings is probably both something he doesn't handle with much aplomb, and it's hard to miss and give poor guidance the green light. 'Delayed orders' seems to be the mantra of all the companies in this sector when things go haywire.