Replies to post #22236 on The Rising Influence of Rising Affluence

[DewDiligence]

Barron’s piece is bullish on CSCO:

https://www.barrons.com/articles/cisco-stock-deserves-to-trade-a-little-more-like-zoom-video-51589588771

[semi_infinite]

CIEN up next in the batter's box. CIEN focus is on optical networking so should see tailwind that IIVI sees and also implied by CSCO. One of the minority at new highs. Reports tomorrow before the open.

https://s22.q4cdn.com/890175405/files/doc_presentations/2020/IR-presentation-Read-Only.pdf

[semi_infinite]

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