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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (33849)	10/27/2000 10:04:36 PM
From: gc	Read Replies (3) of 54805

"Q1 over Q4, sales to three 10%ers grew slightly faster than those to other customers, whereas Q4 over Q3 the situation was reversed." I am puzzled by this. The three 10%ers are LU,NT and Alcatel. How do we explain the fact that LU and NT have had slowdown in this quarter but still stockpiled the components from JDSU? Anyone cares to explain?

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