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Technology Stocks : New Focus, Inc. (NUFO)

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To: pat mudge who wrote (314)3/5/2001 9:04:24 PM
From: James Fulop  Read Replies (1) of 475
 
Do you or anybody else have an idea who the two system companies are that were specifically mentioned on the CC as pushing out orders due to an inventory adjustment? NUFO was asked who their >10% customers were for the Dec quarter and said they were Corvis, Corning and Agilent. Since I think Corning and Agilent are not system companies (but I suppose that would depend on one's definition...) I suspect the two are Corvis and Nortel but that is only a stab in the dark....Anyone else have a guess? Thanks
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