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Technology Stocks : Corvis Corporation (CORV)
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To: Doug Skrypek who wrote (332)3/6/2001 3:43:34 PM
From: James Fulop  Read Replies (2) of 2772
 
>>How can CORV have an inventory problem if they only have three customers? I find it hard to fathom that they would build equipment for speculative sales.<<

I am not sure "problem" would be the correct term, but NUFO did mention Corvis' inventory "situation" as the reason for its % of NUFO revenue decreasing from 22.1% in the 3rd quarter to 17.1% in the 4th quarter per their CC in January. I'm just relaying what NUFO said and would post the link to the CC but it no longer seems to be archived on NUFO's site. Regards.
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