OT - Networking - All my networkers are flying today - CIEN, INFN, NOK. Did somebody report bust-out earnings, or is this all fallout from the ban the US put on US companies supplying ZTE? I wonder if, the reason is the ZTE ban, if a negotiated solution is found, will all these stocks all commensurately? Yes, ZTE sold US made parts to Iran, in violation of the agreement. But what I'm reading is that if the ban is kept in place, ZTE has a fairly good chance of going bankrupt. The Chinese are condemning it, but also calling for a negotiated solution, indicating that they're worried about the US sinking the ship, which this could do. I'd bet on a negotiated solutlion, with some real concessions by the Chinese. Otherwise, I don't see why it does't become a game of 'battleship', with each country croaking a sector or a company in retaliation. That's sure not going to be good for the market, I'm sure.

Intel is almost at 52 week (and forever?) highs. They had a nice announcement about their medical (diagnostic. I think) platform, which is a nice poster-boy for their making up for slack PC demand with other products/areas. I'm a bit nervous at these toppy valuations - they've got a lot of competition, and while they're a well managed company, I think everything has to go pretty much without hiccups here. 

If NVDA went back anywhere near to 220, I'd buy some more. Their earnings were great, and propelled them to $250. They sunk on the pedestrian killed by the auto-car, but their equipment had nothing to do with that. And the skeptical analysts say that when cryptocurrencies die, so do their GPU sales. I'm not so sure - I think if crypto crashes, you might see a lot of gamers buying top-end cards at $800, rather than $1200, which is creating pent-up demand.