<p>Jester,</p> <p>This is of course just further speculation. But as I thought about it, losing a big customer makes sense to me, given that rev guidance was light by about 1/3. At the time of the insider buy, perhaps there was a big customer they expected orders from. And then to their surprise and dismay, that company cancelled the orders and walked away. I'd be surprised if it was merely lessening demand and a dog-eat-dog pricing environment. IIRC Juniper said that pretty much - and went down 6%. Maybe the story on INFN is that it's a 'cat eat dog' world for them. If there was a clear explanation that the terrible fall in prediction was short-term, I'm sure they would've highlighted that.  Lt cap most likely has  a better line on this.</p>