| Telecom and optical network stocks are mentioned as potential gainers since they've been beaten down, according to a pair of Barron's articles. Ross Margolies, manager of the Salomon Brothers Capital fund, lays out his rationale for Lucent (LU: news, chart, profile), Ciena (CIEN: news, chart, profile) and Comverse (CMVT: news, chart, profile) as solid picks based on future growth. Separately, Sanford Bernstein analyst Zhiping Zhao recommends JDS Uniphase (JDSU: news, chart, profile) and Agere Systems (AGRA: news, chart, profile) based on likely needs to build network capacity |
