The optical wave could give Lucent a shot at some Cisco sizzle.

FORBES: Wired and restless

Lucent already surfs this optical wave--so much so that it is mulling whether to issue a new tracking stock pegged to its booming optics business.

FORBES: Wired and Restless

We believe in the next several years we'll see another wave of optical build-out, principally driven by video and other services.

FORBES: Magazine Article

As I noted in a post yesterday, the optical networking components companies were hit hard on Tuesday on a wave of concern about how the industry will be affected by damage to key contract manufacturer Fabrinet from the recent severe flooding in Thailand.

FORBES: Update: Optical Firms See Impact From Thai Flooding