OT - INFN - The day that INFN dropped precipitously last week was that a major firm (Morgan Stanley? That's the best memory I have) cut it from buy to hold. Story I read did not list a PT, but I'm betting that it was below where it was trading (in the low $10? high $9's?) given the massive drop off. I don't quite 'get' the divide between the analysts who see value and growth in their offerings, and others that have said other vendors are tech leaders over what INFN produces, and price competition will hurt them. I mean, we're working with the same set of data here, so how we reach diametrically opposed opinions, more than the 'normal' range of sentiments, is puzzling.