I think CIEN is the strong pure optical play.  The stock got ahead of itself but not by much, IMO.  Lots of 5G contracts being signed by all three major players, telcos will need to fatten the pipes to upstream those basestations to all the central offices and fatten the pipes between the central offices and then between cities, and so on.  My point being that this will generate lots of sales in coming quarters and years ahead, as I still believe this will be a good 4 to 5 year cycle.  Not going to be straight up but it will be an upward jagged chart, as is usually the case.

So IMO, for those not yet in the stock, this is a good point to start accumulating. Or to keep accumulating.