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Technology Stocks : Corvis Corporation (CORV)

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To: James Fulop who wrote (316)3/6/2001 2:35:32 PM
From: GraceZ  Read Replies (1) of 2772
 
James, after reading your message I was inclined to agree with you, but I thought I'd better go listen to the call again to confirm. I was almost through listening and had half my response to you typed when a woman analyst asked some questions about a beam splitter and she named Corvis by name as a company that has an inventory bubble. There was no correction on the part of NUFO when they answered her question, so I have to assume the original assessment that CORV is one of the two companies sitting on too much inventory is correct.
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