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Technology Stocks : Oclaro, Inc. (Avanex-Bookham)
OCLR 8.2600.0%Dec 10 4:00 PM EST

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To: Joseph Waligore who wrote (699)9/30/2000 5:53:04 PM
From: allen menglin chen  Read Replies (1) of 2293
 
For the Q ending 6/30/2000
WCOM accounted for 97% of sales; the 2nd and 3rd largest customer combined for ~1% based on their recent 10K (Sep 21)
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"Three customers accounted for an aggregate of 94% of our net revenue in the quarter ended June 30, 1999 and an aggregate of 98% of our net revenue in the quarter ended June 30, 2000. MCI Telecommunications and MCI WORLDCOM, now collectively WorldCom, accounted for 85% of our net revenue in the quarter ended December 31, 1999, 90% of our revenue in the quarter ended March 31, 2000, and 97% in the quarter ended June 30, 2000. "
biz.yahoo.com
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Product mix
................FY June 1999.......FY June 2000
PowerFilter.....95%...$485K........81%...$33,001K
PowerMux.........5%...$ 25K........18%...$ 7,334K
PowerShaper......0%...$ 0K........~1%..~$ 407K
-----------------------------------------------------
Net revenue....100%...$510K.......100%...$40,743K
biz.yahoo.com
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"We currently offer only two products, PowerFilter and PowerMux. Sales of our PowerFilter product accounted for 95% of our net revenue in the fiscal year ended June 30, 1999 and 81% of our net revenue in the fiscal year ended June 30, 2000. Sales of our PowerMux product accounted for 5% of our net revenue in the fiscal year ended June 30, 1999 and 18% of our net revenue in the fiscal year ended June 30, 2000. We substantially depend on PowerFilter and PowerMux for our near-term revenue. Although we have recently begun to sell our PowerShaper product for beta testing, sales of this product to date have not represented a significant portion of our revenue. "
biz.yahoo.com
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A very long list of insider sales from May thru Sept (lockup expired)
biz.yahoo.com
================================
some old data
· Insider: 79%
· Over the last 6 months:
· 17 insider sells; 1.95M shares
(3.7% of insider shares)
· Institutional: 9% (44% of float)
(139 institutions)
· Net Inst. Buying: 1.93M shares (+24.63%)
biz.yahoo.com
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