lt cap,

It's one thing to be in the trio of CEO CFO COO and get caught with your performance expectations going down the tubes. It's another to publicly display your confidence by aggressively buying stock and then gettimg hammered. Altho INFN is higher than where it swooned today, makes one wonder whether the street is using Fallon's buys as an indicator of impending disaster. (Altho INFN has recovered a fair amount from today's swoon down to $6.51.

But seriously, thanks for giving a summary of their position and their prospects. Some day, Century Link will have to increase capex, and the skies should open up and rain some money down on INFN. 

While an ISP, content, or telecom company may be 'married' to some degree to a networking provider, given that products are proprietary, I do wonder this: Given that significant 5g capex spending may be as far out as 2020, how great is the danger that the landscape of companies with the best technology/products may change greatly by then, so holding a company with the best tech, and thus sales prospects, if spending were to take place now, may be very very different when the time that capex spending finally does occur? How significant that issue might be just puzzles me. 

On another front, INTC has me being incrementally more unconfortable, but I've not reduced my position as of yet.  NVDA's intelligent car chips may just be better than what INTC has to offer. Who wins isn't clear yet. But NVDA's Volta chips seem red-hot, and the supercomputer they're building with them will be the current world's most powerful computer, which resides in China, into 2nd place quickly. And I've been reading that part of the wonder of the Volta chip and its applications is that one usually sees such product development  sponsored and funded by large government agencies with big budgets. That a private company is doing this is noteworthy.

And, as far as computer graphics solutions go, the INTC/AMD initiative to produce graphics cards or chips to give NVDA some competition is a non-factor so far - who knows what they'll come up with, how long it will take, and whether it'll be a horse race or not, given NVDA's continual progress and innovation. I still think INTC is one of the better-positioned companies to foray into new arenas. But NVDA is a formidable competitor, and I think will just continue to grow and diversify into a monster of a company in the coming years.