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 optical networking gear maker Ciena
So what: Ciena doesn't report earnings until early March, but fellow optical networker JDS Uniphase
Now what: Citing the dual growth drivers of video and mobile data services, JDSU just reignited a fiber-optics market that never really cooled down. Ciena's shares have now doubled over the last 12 months while JDSU gained 174% and Finisar
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