MKM has been dead on regarding INFN, they were the early believer before INFN became a force on the long haul market, then they became negative before the company missed huge on revenues.  They are still negative, so I will give them the benefit of the doubt.  However, their negativity is for this year, they see good things over the long term.

If INFN guides low for the second quarter, it may be a good time to start accumulating. 

finance.yahoo.com/m/...h.html