CSCO/IIVI - the fear is materializing on the hardware side. Upgrades will have to happen evetually. https://s2.q4cdn.com/951347115/files/doc_financials/2020/q4/Q4FY20-Press-Release.pdf IIVI - says what problems? Wireless build out is going gangbusters. https://www.ii-vi.com/wp-content/uploads/2020/08/Earnings_Release_FY20_Q4.pdf