The strong 800G ramp at META, in addition to continued ramps at NVDA and others, may contribute revenue upside to COHR’s C1Q networking biz, along with robust demand for its photonic ICs & its DCI solutions. LITE continues to see strong DCI demand & demand for its EMLs exceeding supply in C1Q, with its cloud & networking biz likely beating street expectations. MRVL saw strong 1Q DSP demand…