Shares of optical networking component and test equipment provider JDSU are trading lower Thursday after Raymond James analyst Simon Leopold cut his rating on the stock to Market Perform from Outperform.

FORBES: JDSU: Raymond James Cuts Rating, Trims Ests After Rally

Based upon the use and layout of the flooded facilities the sort of equipment that may be most likely to be needed include: back end drive testers, metrology and process measurement equipment, rowbar and slider process equipment (for head manufacturing), automation and material handling equipment and other specialized equipment used in recording head and other component manufacturing, as well as drive assembly and test equipment.

FORBES: Capital Equipment Likely Needed for Thailand HDD Factory Repairs

Replacement and repair of this equipment should provide at least a short term revenue opportunity for companies such as KLA-Tencor, Flexstar, Teradyne and Xyratex as well as a host of other component and hard disk drive assembly and test equipment companies .

FORBES: Capital Equipment Likely Needed for Thailand HDD Factory Repairs