I agree about the 5 cent miss. it's been my experience though that sales and earnings projections for next qtr or two have more of an impact than current qtr's actual earnings.
RSTI has been fully priced. there is risk there if they miss which i don't feel they will. I believe that the company is so conservative not only with their projections which are well watered down but also with how they report each qtr. I have no facts to back this up but believe that as long as they beat expectations they hold back some earnings as a cushion for the next qtr in case something unforeseen has a negative impact.
I've always liked IIVI. those waiting for price of 10 are dreaming.