SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: Wyätt Gwyön who wrote (566)	3/6/2001 10:10:19 AM
From: pat mudge	Read Replies (1) of 3294

OT -- Yes, there's been no change regarding actives pricing After listening to NUFO's CC, I'm wondering if Corvis is one of the culprits. One analyst asked about beam combiners primarily sold for Raman pumps and I believe that's their biggest customer in that area. I also notice that Broadwing is selling its CORV stock, and they're one of their key carrier-customers. Williams still seems to be strong, so I may be off on my assumption. I'm not saying it happened, because I honestly don't know, but if someone in Corvis's position built up inventories and then had a customer pull a contract, it would be devastating. For the customer, not NUFO. Based on the whole conference call, my overall feeling is that NUFO is being conservative with Q2 guidance. They've downgraded Q1 and then said Q3 and Q4 will each be up sequentially, but Q2 is left sitting in the rain like an orphan puppy. New customers and new products will be ramping by the second half, but Q2 is still cloudy. Pat

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