I've been on the JDS Uniphase and Finisar bandwagon for awhile. The optical rebirth is in full affect. See <a href="http://www.bloomberg.com/news/2011-02-03/jds-uniphase-shares-jump-after-earnings-report.html">related article</a> and <a href="http://dock-of-bay.blogspot.com/2010/12/jdsu-has-bright-future.html">analysis</a>.