Replies to post #23022 on The Rising Influence of Rising Affluence

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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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IIVI - Q2. 3D sensing takes off using 940 nm VSCEL's. Finisar purchase well timed.

https://ii-vi.com/wp-content/uploads/2021/02/IIVI_Investor_Presentation_20210209.pdf