<p>OT - INFN - As I wrote, I have been watching their momentum continue apace for quite a while now, and had mulled buying some. Hadn't kept track of when earnings were,</p> <p>but apparently they were today, and they beat by .05%, and are up 16%!  Probably too late to pull that trigger. Fallon (sp?) the CEO will step down in several months and they</p> <p>already have a replacement. </p> <p>I'm perplexed by CIEN. As much as they've risen, they haven't matched the big tech companies, including APPL and NVDA, both of which seem to be in the 'oxygen mask' seats, and just keep</p> <p>getting richer. (Jon had asked when does the bubble pop - wish I knew.) It feels to me like if CIEN reports a very good quarter, like last time, they will probably skyrocket, just as APPL rose 10% on earnings and Intel fell 10%. But if they screw the pooch this quarter - I think they may be treated like Intel. I'd bet on the former, but.....how? Buying stock and selling calls seems limiting, given how far companies can move. Buying shares and hoping to God they come through can be too risky. Hard to say how to play it. I don't want to lose more shares to calls.</p> <p> </p>