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 several of the leading optical networking equipment makers fell sharply after Oclaro
So What: Oclaro, already off 15% from last week's Infinera
Now What: Judging by the size and intensity of the sell-off, investors believe optical networking is doomed. Oclaro and Infinera peers Oplink Communications
All four fire sales are probably a mistake. Judging from Akamai's
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Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He owned shares of Akamai at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. You can also get his insights delivered directly to your RSS reader. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is also on Twitter as @TheMotleyFool. Its disclosure policy is at least 10% better than other disclosure policies.