irish's summary regurgitation what we've all seen in the rear view mirror, along with a disclaimer and his blog site, doesn't really help risk reduce how to interpret this stock. But then again, I am guilty of rehashing common knowledge, especially when there is no fresh big news to digest.

In the short term, the company is a high performance sailboat in light winds that could totally stall if 10G and ATN sales somehow plateau due to misalignment of their product line if customer interests pivot more towards native 40 and 100G sooner than they expected. It would be nice if they could convert to a power boat mode and accelerate towards being more of a first-provider of next generation equipment.