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To: robert b furman who wrote (3005)1/10/2014 1:16:15 PM
From: The Ox  Read Replies (1) | Respond to of 8239
 
Yes, their current 100G product is performing very, very well. Competition is heating up for INFN but I think they've shown they are the clear leader at this stage. I would guess that this year will be big but the stock doubled last year so some of this year's improvements might be priced in...