Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of long-distance networking specialist Ciena
So what: Ciena itself doesn't have a lot of news to share today, but rival Cisco Systems
Now what: Are the telecom giants of the world finally getting back to the promised network builds in support of data-heavy 4G offerings? That's how investors are reading Cisco's tea leaves anyway, boosting share prices of telecom-focused network vendors Ciena, JDS Uniphase
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