Just finished reading the Barclays report. They initiated coverage on FNSR with an Overweight rating and JDSU with an Equalweight rating. They are much more positive on FNSR than JDSU. It was a very good and thorough report.
Sentiment: Strong Buy
I hope with all the positive news and the recent earnings that the stock with begin climb. With all the recent reports and forecasts I read, I had expected to see $25-26 by now.
I think it will go up a dollar or two in the near future and then, as analysts recalculate next year eps, the stock should climb to around 30 by the time of the December 2 earnings announcement
The conference you were asking about is on EarningsCast site. Yahoo seems to clear out all links in messages so I cannot send it.
Ciena is on there too...