I believe this article pretty much nails which companies are worth a look for this 5G cycle.  It does not have CIEN in it, instead it lists CSCO (for its automation in setting up data centers for 5G and its complete networking portfolio) and NOK for its complete end to end portfolio, i.e. 5G and networking portfolio.  Lists INTC and QCOM, which I think will be big winners in 5G. On the computing side it mentions HPE which apparently introduced new Edge Servers which this author believes gives it a heavy advantage at this point in time.  That said, HPE is in a highly competitive market, so IMO it would be the more speculative play, where as the other 4 are dead on, IMO.

marketwatch.com/st...=yahoo