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semi_infinite

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semi_infinite

Re: semi_infinite post# 22349

Thursday, 09/03/2020 11:24:32 AM

Thursday, September 03, 2020 11:24:32 AM

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CIEN - quarter was decent but ugly guidance for q4 with revenues expected to drop nearly 20% QoQ because of Covid impact. Guidance starts on p.14. Will wait for dust to settle before deciding whether to buy. Had no position coming into earnings. IIVI dropping in sympathy - have that one.

https://s22.q4cdn.com/890175405/files/doc_financials/2020/Q3/Q320_Earnings_Presentation_Post-Call.pdf
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