I just read the TWST interview with Cien's Senior VP:
For the uninitiated, I would suggest that you read it as well.

He clearly outlines not only the multitude of applications that CIEN's technology already implements for most telecoms, but he identifies who these companies are and how CIEN's technology is keeping them vanguard in the industry.

Knowing that effective due diligence requires a mix of technical and fundamental information; from which one can make their best investing/trading choices, I recommend this article strongly.
JMO