<p>OT - CIEN, INFN, ALU</p> <p>Can't find a reason CIEN and INFN are down so hard today. Cowen just put CIEN on its 'focus list'. Further down the 'credibility chain' is Zack's calling INFN one of its top picks, describing as being 'On Fire'. (Funny, wasn't long ago they hated the stock. Their rating system is ridiculous, as their own current rating is one of the large factors they cite in making a future prediction - dog chasing its own tail, doesn't make any sense.) And lastly, at the bottom of the barrell analysis, Motley Fool is focusing on the worst merger mistakes in the past so many years, including Alcatel Lucent merger. As though that mattered.</p> <p>If CIEN goes much lower, I may accumulate more. And would it not be sweet to be able to pocket the rich premiums on those covered calls on INFN stk 22 bought just before earnings? Very unlikely I think, but a nice dream.</p> <p> </p> <p> </p>

Also, can't find why Palo Alto networks is down 7% today. No news I can find. I'm very interested in Cybersecurity plays, and bought PANW when it was around 140. Analysts are ga-ga over the sector, the latest one putting a 'buy' on PANW and a $216 PT (currently ~$175). What gives me pause is the unreal PE's they are sporting, much like ARM had (maybe has, have not looked) when they were so hot. So many co's I really have no line on Fireye, CyberArk (up 275% since its Sept. IPO), etc. that have come so far so fast. Almost feels like the 'dot.com' - bubble - anything related to the internet was bid up sky high. I bought PANW because its appreciation was as steep as the other firms. Wish I knew which 'horses' actually have room to run. As I've mentioned, there is a mutual fund for cybersecurity - symbol HACK, but its not a terribly good proxy, containing firms that have very little devoted to that area. There reportedly are more to come, as brokerages want to jump onto that rocket.