OT -INFN - troubling to see that INFN blamed poor outlook party on their customers already having spent their capex for the year. And citing poor results from this year as a whole as customers 'delayed' out spending until next year. I don't see why one can't play that game indefinitely, while analyst confidence dries up. Okay, so it was a smaller spending pie - who did better than others, despite the capex sums being lowered? I know it's not apples-to-apples, but when this spending downward free fall started, Cisco was in the high $20's. It's notw slightly above $30, with a 3.4% dividend. 

It's kind of like the American commander of troops during the Korean war: Getting butchered by the Chinese, freezing, and hungry, , he ordered a pullback south of the frontlines. Rather than calling it a retreat, he called it 'an advance in a different direction.' There's the perfect CEO.

Also - Barron's article accessed thru Yahoo finance: Analyst lowering predictions on NOK and some others. Sees Juniper as the worst outlook, given that they don't have a full package of what will be needed going forward. Downgraded to 'underweight.' If other companies are offering similar solutions to hardware/software needs, is not a price war the next leg of the journey, as customers leverage the poor spending into price competition, and margins shrink?