Jon,

Probably a good buy. The thing that I don't have an answer to, but wish I did, is this: In secular terms, every stock in the sector should tend to do better rather than worse, as 5g begins a real rollout and the shadow of the capex drought receeds. I wonder to what extent companies will have to piss away large margins, and get into 'price wars' in order to lure adopters of their initial equipment order. Which, if true, would make the question of who has the *best* proprietary technology critical, for a given task or area. I've no idea of the answer to that. That was the INFN story, but the (was it Morgan Stanley?) analyst who cratered the stock several days ago by dropping it to 'underperform' cited a technology lag/deficit in comparison to other vendors as one of the reasons for his ratings drop. lt cap might have the clearest view on that, I'd think.