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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 685.66

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Dec 5 4:00 PM EST

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To: j g cordes who wrote (34683)	10/9/2001 12:10:08 PM
From: Johnny Canuck	Read Replies (2) of 68657

Jim, This is the AVNX customer list from early 2000. MCIWorldcom - largest buyer of optical gear Fijutsu - Largest buyer of SONET gear Nortel - largest buyer of total optical gear Alcatel - largest buyer of optical gear in Europe Cogent Sorrento Hitachi Siemens Cisco Except for CSCO becoming a > 10 percent customer last Q, I don't expect any firming in demand for the other customers based on the guidance so far. The ONIS revenue miss of 38 percent and LMNE guidance that sees pricing pressure even in the metro component market does not indicate an upside surprise due to new markets. December I believe is the Q that they start shipping new product in quantity. As they are trading near cash, there should be downside protection, but I am not sure I see an upside surprise. EXFO after the close should give some clue to the demand side.

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