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 broadband equipment maker Calix
So what: Fears of economic trouble in Europe are hurting infrastructure stocks with trans-Atlantic exposure today, including a heavy toll on long-haul networking specialists: Alcatel-Lucent
Now what: Calix is mainly an American operator today, counting Verizon