I've been a believer in INFN's pitch for a while now and own the stock. As a former telecom guy, I understand the potential value of their solution. But the July 31 announcement that their largest customer, Level 3, will begin buying from a DWDM competitor has raised some questions:1. Is L3 inserting another vendor to keep INFN prices in check?2. Is L3 disappointed in the actual performance of INFN's solution?3. Is the other vendor providing a 'better' solution?4. Is it simply a desperate vendor buying the business?If the answers are no, yes, yes, no, then gotta sell, I think.
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