I just stumbled upon this one tonight. It it is a fund containing a basket of stocks (each at 2.5%) that have the potential of being a takeover target.
http://funds.eatonvance.com/Merger-and-Acquisition-Targets-P…
Infinera is in the list. I have speculated on a merger with Arista in the past. In a perfect world I would prefer a merger with Arista before a takeover by Cisco. But in a perfect world there also wouldn’t be any lawsuits in the mix by the former to the latter.
Best,
–Kevin