SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: pat mudge who wrote (567)	3/6/2001 11:09:20 AM
From: James Fulop	Read Replies (1) of 3294

>>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.<< FWIW...On their last CC in January, when NUFO was asked about the decreasing % of sales by CORV (they went from 22.1% in the previous quarter to 17.1%,) they downplayed the significance and said it was just a normal rundown of inventory. Then they went on to say, "The products we deliver to them (CORV) are key to their systems. It is no secret we are an enabler to their raman amplifiers."

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