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Technology Stocks : Corvis Corporation (CORV) -- Ignore unavailable to you. Want to Upgrade?

To: Jay k. who wrote (315)	3/6/2001 10:47:25 AM
From: James Fulop	Read Replies (5) \| Respond to of 2772

" Hearing from one brokerage firm source on the conference call that management specifically cited the bubble of passive component inventory at their largest customers CORV, A, and GLW as the reason for the lowered guidance; the firm's conclusion is that we have not seen the bottom in this sector" The nice thing about the internet now is that we all can hear the very same call that "brokerage firm source" did. And I heard something different. True, they cited two customers as the reason. And in answer to a question about who were the >10% last quarter, they gave those three firms. But they did not say those three firms were the culprits. There are two others that are major clients-NT and ALA. I am not sure who the two customers NUFO was talking about, but I suspect the "brokerage firm source" is jumping to conclusions.