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Bio: Husband, Father, Engineer, Investor, Perma-CAT4 Cyclist, Austrian School Economist, Optical Analyst for Infonetics Research

09:41 AM 11/20/09

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ADCT (Msges, Tweets) results last night should be noted. Add this to flat guidance from others and the outlook isn't that great for 4Q

05:17 PM 11/17/09

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If Ciena wins Nortel, it is going to be announced soon. Because CIEN (Msges, Tweets) just won't be there in a bidding war.

03:49 PM 11/17/09

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CIEN (Msges, Tweets) up 7.4% today on speculation they will lose bid for NT (Msges, Tweets). I used to agree now I am thinking they might be the high bidder.

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