I'm playing that angle. I like the stocks regarless so the stimulas is a plus.
Here's what I have for that play. I think I want to add TLAb since it finally dipped under 6. Question is this a sign of bottom or is it breaking dn.

Occam- OCNW
ADC Telecom- ADCT
Infinera- INFN
Ciena- CIEN
ADTRAN- ADTN

This is my broadband stim basket, I also own JNPR from awhile back. Just trying to figure out if TLAB is a buy under 6. I think so. Probably pulling trigger before close.