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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	5/31/2001 6:00:33 PM
From: besttrader	Read Replies (1) of 37746

Finisar Corp (FNSR) 15.05 -0.66: -- Update -- Breaking down FY02 revenue forecast of $250-$300 mln... $60-$70 mln from acquisitions and $190-$230 mln from its optical subsystems and test systems business; of the $190-$230 mln, $25-30 mln expected to come from instruments, $15-$20 mln from cable TV, $10-$15 mln from CWDM, and $140-$165 mln from transceiver business... call just concluded... FNSR -0.20 Finisar Corp (FNSR) 15.05 -0.66: -- Update -- On call, indicates that Brocade (BRCD 16.2% of revs) and Emulex (EMLX 13.5% of revs) were its only customers contributing more than 10% of total revenues in Q4; combined they totalled 30% of FNSR's business... EMC (EMC) dropped out as a "10% customer"... in Q&A, says that its FY02 forecast accounts for price erosion in the range of 10-15% on average... clarifies that 50-80% of a quarter is typically in backlog, and that entering the July quarter, it is actually at the high-side of that range... FNSR -0.20

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