Contract manufacturer Fabrinet (FN +10.1%) jumps after its FQ2 report suggests it's recovering faster than expected from the damage inflicted by Thai flooding. The company's FQ3 revenue guidance of $131M-$136M is slightly below a $137M consensus, but its EPS guidance of $0.22-$0.24 handily beats a Street forecast of $0.07. A couple of customers are rising in sympathy: JDSU +3.8%. OCLR +1.5%.
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