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Re: semi_infinite post# 23022

Wednesday, 12/02/2020 2:36:25 PM

Wednesday, December 02, 2020 2:36:25 PM

Post# of 30495
IIVI - Sold the shares expecting reversion to mean behavior that has characterized this stock ever since I followed them. The reactions to the last two Q's ERs are just so idiotically volatile. I recall Tiernan Ray (formerly of Barron's) writing about it weeks ago on his blog. IMO they will settle at a normalized EPS of ~3 with intense competition on the FNSR portion of the product line - optical communication components.

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