QUALCOMM, Inc. (QCOM), Ciena Corporation (CIEN), Cisco Systems, Inc. (CSCO): Telecom Equipment Providers in Focus

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With segments composed of test and measurement products, commercial optical products, and security/performance products, JDS Uniphase is a broadband/mobile end-market supplier. This year’s cyclical upturn ought to begin being noticeable in June-quarter results and as JDS Uniphase embarks on fiscal 2014 (years end in June).

In conclusion, telecom equipment and infrastructure companies are bouncing back. Those that have kept their distance based on the dismal 2012 performance may want to reconsider investments. Shares are mostly trading at below-average valuations in terms of price-to-earnings ratios and have not run up during 2013.

Damon Churchwell has no position in any stocks mentioned. The Motley Fool recommends Cisco Systems. The Motley Fool owns shares of Qualcomm.

The article Telecom Equipment Providers in Focus originally appeared on Fool.com and is written by Damon Churchwell.

Damon is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

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