ot - magnitude
<p>OT - I think I really do fail to see why optical
networkers are some of the hardest hit sectors. INFN sub 11
blows my mind. The best reason I can think of is the worries about
global growth, one among many fears of the Brexit. NOK and INFN are
getting fairly crushed. CIEN less so. Makes me think that *maybe*
CIEN only get s 6% haircut is that they have a large footprint with
NA telecoms, and most everything that is America based, rather than
international, companies (e.g., VZ, ATT) are some of the best
performers today. No way I can see to figure 'fair value'. If NOK
was at $5.20 yesterday (but without good reason) I'd be DCAing my
way to lower cost. Sitting on my hands so far.</p>
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