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Technology Stocks : Oclaro, Inc. (Avanex-Bookham) -- Ignore unavailable to you. Want to Upgrade?

To: Joseph Waligore who wrote (699)	9/24/2000 8:07:05 PM
From: neverenough	Read Replies (1) \| Respond to of 2293

Not sure of the percentage, but here's a start for you. Current customers for Avanex photonic processors include; WorldCom, Inc., Nortel Networks Corporation, Lucent Technologies, Fujitsu Ltd., Hitachi Ltd., Sycamore Networks Inc., Sorrento Networks, Cogent Communications, and Cisco Systems, Inc.

To: Joseph Waligore who wrote (699)	9/30/2000 5:53:04 PM
From: allen menglin chen	Read Replies (1) \| Respond to of 2293

For the Q ending 6/30/2000 WCOM accounted for 97% of sales; the 2nd and 3rd largest customer combined for ~1% based on their recent 10K (Sep 21) =========================================================== "Three customers accounted for an aggregate of 94% of our net revenue in the quarter ended June 30, 1999 and an aggregate of 98% of our net revenue in the quarter ended June 30, 2000. MCI Telecommunications and MCI WORLDCOM, now collectively WorldCom, accounted for 85% of our net revenue in the quarter ended December 31, 1999, 90% of our revenue in the quarter ended March 31, 2000, and 97% in the quarter ended June 30, 2000. " biz.yahoo.com =========================================================== Product mix ................FY June 1999.......FY June 2000 PowerFilter.....95%...$485K........81%...$33,001K PowerMux.........5%...$ 25K........18%...$ 7,334K PowerShaper......0%...$ 0K........~1%..~$ 407K ----------------------------------------------------- Net revenue....100%...$510K.......100%...$40,743K biz.yahoo.com ==================================================== "We currently offer only two products, PowerFilter and PowerMux. Sales of our PowerFilter product accounted for 95% of our net revenue in the fiscal year ended June 30, 1999 and 81% of our net revenue in the fiscal year ended June 30, 2000. Sales of our PowerMux product accounted for 5% of our net revenue in the fiscal year ended June 30, 1999 and 18% of our net revenue in the fiscal year ended June 30, 2000. We substantially depend on PowerFilter and PowerMux for our near-term revenue. Although we have recently begun to sell our PowerShaper product for beta testing, sales of this product to date have not represented a significant portion of our revenue. " biz.yahoo.com ================================================= A very long list of insider sales from May thru Sept (lockup expired) biz.yahoo.com ================================ some old data · Insider: 79% · Over the last 6 months: · 17 insider sells; 1.95M shares (3.7% of insider shares) · Institutional: 9% (44% of float) (139 institutions) · Net Inst. Buying: 1.93M shares (+24.63%) biz.yahoo.com