In a new report, Northland Capital Markets analyst Tim Savageaux discussed the trading opportunity associated with the current 100G optical upgrade cycle. Northland initiated coverage on a number of names in the space and sees a long-term cyclical opportunity for savvy investors.

A Decade In The Making

According to Savageaux, the 100G opportunity has been 10 years in the making. He sees the upgrade cycle providing both fundamental and share price value for systems and component providers for years to come. “While we have seen some share price upside over the last few quarters in several sector names, the message of our analysis is clear and simple. It ain’t over, in fact it’s really just getting started,” Savageaux explained.

Ciena Corporation CIEN 6.97%

Although Northland has short-term concerns about the financial fallout from the Cyan acquisition, the firm believes…

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