OT - INFN, CIEN
OT - Barron's has a piece on both INFN and the sector worth
reading. Needam says it's advising people to 'hold their nose' for
a 'trip through the sewers, and drop it's PT (established two days
ago at $20) to $15. Some troubling comments on some issues being
INFN specific, but others affecting CIEN as well, on industry-wide
issues.
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