The narrative for INFN now vs. a few years back when both were at 5 is not the same IMO. They had better teach as 4G was rolling out and were a bit ahead of some players. But now they seem to be behind and their only wins are coming by undercutting price which kills margins. They are too small to surviv for long this way and 5G is likely t be a VERY long cycle based on what we have seen from 4G. I just don't see how they can do much better over the next few years, so I cut my losses. A few months back I was still thinking they'd have to make some money with 5G and therefore planned to be patient, but I am nto so sure that is true any more. And if the next earnings are bad - similar to what has been ongoing - maybe it drops to 2.5-3, then I am hoping for 5 or 6, etc. I hope it gets to 10 again or even better, but I am happy to be done with the stock.