Steve -- NUFO
I believe you trade some of the Naz issues. A cyber-pal of mine ("pianofloyd") reminded me about NUFO. I looked at the recent 10-Q and news releases for NUFO, and bought a few thousand shares this morning.
I also bought a little JDSU and TELM, though neither looks quite as good as NUFO from a fundamental basis.
A cheap long-term "LEAP-equivalent" on the F/O sector is shares in LPTH. It owns 15% of privately-held Lightchip, Inc. {http://www.lightchip.com/}, a Cisco OEM. When demand for telecom returns (this decade or next??), LPTH and LC will bounce back.
Best regards and good investing to you.
David
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