lt cap,

Yeah, I read a dismaying story in the NY Times a couple of days ago that showed just how badly Trump is screwing this up. On the one hand, he's trying to sell

blocking Hauwei on the basis of security. Since he''s alienated all our NATO friends, all of them are skeptical of the claim, except England, which is semi-skeptical.

So he's using more bullying tactics, such as telling Poland they won't get US troops on their soil unless they decline business with Hauwei. 

The, just to make sure any shreds of credibility he has left are gone, he indicates that the ban on Hauwei is on the negotiating table in the Chinese trade talks.

So, right you are - why would Western allies (or, former allies, or skeptical allies) take the security push seriously if it's a negotiable point. Either it's a danger

or it's not. What a freaking cheese-head president.

I'm unclear on why, after a very good CC CIEN is dropping steadily, and substantially. It may simply be that it over-priced itself on the huge run up it had.

The shares I bought to option out are clearly underwater. But I'm thinking of whether or not to buy some more, particularly if the price drops farther. I can't

find any news to pin that on.