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Technology Stocks : SDLI - JDSU transition
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To: bob zagorin who wrote (454)2/28/2001 4:29:42 AM
From: pat mudge  Read Replies (1) of 3294
 
Noted that Avanex received Fujitsu's distinguished partner award (see recent PR), one of 2 out of 2000 suppliers to do so and only non-Japanese. Notable for having worked with Fujitsu only 2 years.

That's like crowning yourself king. Fujitsu holds the key patents to AVNX's technology.

Any company that relies on one or two customers for over 50% of their revenues is bound to disappoint.

Pat
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