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Technology Stocks : New Focus, Inc. (NUFO) -- Ignore unavailable to you. Want to Upgrade?

To: Benjamin Booter who wrote (320)	3/6/2001 9:57:50 AM
From: James Fulop	Read Replies (1) \| Respond to of 475

>>I believe the culprits for the shortfall are Corning and Nortel. We all know their businesses suck right now<< Yes, I think you may be right. I originally thought perhaps Corvis might be one of them as they are one of the three >10% customers, but after seeing NT and ALA as slightly less than >10% customers, and going over the call again and noting NUFO only said major, not >10% customers, I suspect it is not. But it appears as though the market does not agree with me....(at least right now as it down a bit...)