OT - CIEN INFN
OT - back to business. CIEN missed estimates, but said their
backlog of orders is stuffing the channel - so the market gives it
a 'pass' and it's up 15% today. There go my options. INFN
'drafting' by gaining 6%. Apparently, the market isn't seeing CIEN
as INFN's rival, but a sign that the sector is finally 'turning the
corner' into better times. Interesting to see how INFN's CC
actually does. NOK apparently not part of the 'club' on this
one.
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