Posts on IIVI

Latest ideas and analyses related to II-VI Incorporated Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
ANET , CMBM , CSCO , HPE , IIVI , JNPR , LITE , NOKIA

+34 pts



Silicon Valley Visit: Lots of Pent Up Demand for IT Infrastructure and Face-to-Face Meetings

By labjordan on June 10, 2022, 1:31 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 4, Responses: 0, Attachments: 1
IIVI , LITE , ANET , CMBM , CDW , CSCO , GLW , FFIV , NSIT , LAZR , JNPR , KEYS , QCOM , WOLF , XRX

+50 pts



Networking & Hardware Themes Across Companies and Investor Conversations from 50th Annual TMC Conference

By realjoe on May 27, 2022, 3:17 p.m.
Tagged topics: investment themes

Views: 38, Votes: 5, Responses: 2, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 20, Votes: 2, Responses: 0, Attachments: 1
MRVL , MTSI , LITE , IIVI , INTC

+39 pts



Beneficiaries from the expanding ethernet transceiver market driven by the transition to 200/400G

By labjordan on March 3, 2022, 5:01 p.m.
Tagged topics: deep dive

Views: 164, Votes: 5, Responses: 0, Attachments: 1
CIEN , GLW , COMM , JNPR , LITE , IIVI , VIAV

+34 pts



Telco and Cable on Track for Double-Digit Growth; Supports Solid Backdrop for Equipment Suppliers

By labjordan on Feb. 11, 2022, 2:45 p.m.
Tagged topics: analyst checks

Views: 27, Votes: 2, Responses: 0, Attachments: 1
ADI , GFS , INTC , MRVL , MU , NVDA , ON , SWKS , SYNA , BB , IIVI , VIAV

+39 pts



Semis - strength across end markets and tight supply sets up for another growth year in 2022

By bbern3 on Jan. 6, 2022, 3:19 p.m.
Tagged topics: 2022 outlook

Views: 56, Votes: 5, Responses: 0, Attachments: 1
AMD , AKTS , ADI , AAPL , AVGO , DGII , IIVI , PI , KN , MTSI , MRVL , MCHP , MU , NPTN , NVDA , NXPI , ON , QRVO , QCOM , SMTC , SKYT , SWKS , WOLF

+67 pts



2022 to favor larger more profitable cash generating names in semi

By bbern3 on Jan. 4, 2022, 10:17 a.m.
Tagged topics: semiconductors

Views: 79, Votes: 4, Responses: 0, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 112, Votes: 10, Responses: 0, Attachments: 1