Jon,

I am surprised that you're all-in on the market. I'd guess that your rationale is that while one can't call a bottom, if you have a long enough timeline, this fiasco should be like the shocks

of 2008, 2001, etc. where, eventually the market recovers and moves higher. It'll be interesting to see what CIEN says at their CC - I'm merely guessing that companies won't have good visibility for positive things, but will to a greater degree have visibility for negative things, given that they should, like APPL, see the disruption in supply chains. But I'm no guru on such things, so let's see how the CC goes. Curious - did you sell calls on the new CIEN acquisition, or are you just going to wait it out?