OT - Not clear to me why the networkers, led by CIEN, are all stalling/falling (CIEN down 4% today on no news I can find - after previously falling from $21 to $20 the share loss has overwhlemed the gain from covered calls), and a lot of 'neutral' ratings coming from analysts. Yes, CIEN had a 'meh' quarter, but nothing disastrous, but the idea of bandwidth exposion seems to have evaporated. Why? The glaring exception is INFN, which after a two day swoon is stronger than ever, on the wings of a Jeffries upgrade today from $17 to $25 PT. Yes, right now they're the cream of the crop (appreciating too fast, perhaps), but ALU, CIEN, CSCO et. al. are suddenly 'going down, if not nowhere? Info welcomed - I don't see the driver downward.