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Technology Stocks : New Focus, Inc. (NUFO)

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To: nick cash who wrote (160)1/16/2001 7:31:33 PM
From: pat mudge   of 475
 
CIBC World Markets Photonics Quarterly Preview [Jan. 16, 2001]: ...

1/30/01 New Focus (NUFO - OTC $35, Buy)
Likely the strongest quarter from any component vendor.
Expected revenues of $26.9 million, up 21% sequentially,
could be nicely surpassed. Both PBCs and circulators
are seeing increased customer acceptance. Gross margin
of 28%, up 24.4% sequentially and up 27.3% year over
year. EPS of ($0.03), down 50% sequentially and up
67% year over year. We think analysts might actually
believe possible upward guidance.
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