If the analysts are right that CIEN can deliver a good quarter, it should help te entire sector.  on a related note, CSCO has been active on the acquisition front.  It too bodes well for the sector as it means they have strong plans for future products which should spark growth down the road.  

Fitch upgraded NOK's debt saying its outlook is positive, while Charter Equity (who are they??)  downgrades NOK to market underperform.  This, after the stock has already dropped from the 7.30s

Short term it is tough to guess let alone know why the heck these analysts are making the calls they are, however, the future still looks solid for the now consolidated Networking and Wireless equipment space.