I think these are full access since linked from Yahoo…
http://www.investors.com/news/technology/optics-benefit-firs…
Of all the electronics, communications and digitally inspired IBD industry groups, the Telecom-Fiber Optics industry group ranks the highest. It’s No. 6, up from No. 9 a month ago, No. 95 two months ago and No. 168 three months ago.
What’s different from a few months ago?
On March 9, Microsoft Azure Chief Technology Officer Mark Russinovich told the Open Compute Project summit that Microsoft will grow from 22 to 28 data centers in 2016. Azure is Microsoft’s cloud business.
Also, Google announced March 22 that it would add 12 new data center regions globally by the end of 2017, including two in the U.S., nearly doubling its existing 14 regions. And cloud leader Amazon Web Services, a rising business of Amazon.com, will grow from 12 regional clouds to 17 “in the coming year,” CEO Jeff Bezos said April 6 in his annual letter to shareholders.
“Based on our conversations with industry contacts, we think the additional [Amazon] investments are great news for Infinera (INFN), Ciena (CIEN), and to a much lesser extent, Alcatel-Lucent.”
…
March 24, Infinera was trading near 15 — “way too cheap,” Notter said. He reiterated Infinera’s buy rating with a 22.50 price target. Since then Infinera stock has fallen, after tumbling 2.7% Tuesday to 14.58, 42% off a nine-year high of 25.24 touched Aug. 18
http://www.investors.com/research/the-new-america/cloud-base…
This is mostly about Broadsoft.