I think it might also be appropriate if I refrain from posting for a bit if that is affecting people’s mindset. Especially if folks are overallocating. Would that be helpful?
Best,
–Kevin
Kevin:
The problem is that most often your enthusiasm has not been rebutted by any counter argument. The counter argument won’t be coming from me as I am also long INFN but I do think Denny has posted some nice material over the years for INFN every time I brought it up 
That said…look at comparative charts of CSCO vs INFN or other competitors…the less impressive stock performance for INFN may be more related to industry issues than to INFN specifically.
But bandwidth needs are growing by leaps and bounds…who here thinks that need will stop???
Hard to imagine a world that doesn’t need INFN…but the unimaginable does occasionally occur.