Sorry for not responding, been off on vacation.  

Nice to see INFN moving up.  As I stated in prior posts, the product line is been refreshed, two so far, with two more coming soon.  Customer order uptick should be nice and pave the way for a move up to the $14 area (assuming no market collapses).  

Nokia intraduced the highest performance Routers in the entire market.  I truly believe that because Nokia now has a complete end-to-end product portfolio, it should over the long term start to take market share away from Cisco, JNPR and Huaweii, it will not be sudden or swift but should happen over the next several years.

I too believe that the CapEx troubles of the past three years should abate further, and healthy spending should resume and continue for the next 3 or more years.  The cycle should be good for all networking companies.