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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: James Fulop who wrote (569)	3/6/2001 11:47:41 AM
From: pat mudge	Read Replies (1) \| Respond to of 3294

FWIW...On their last CC in January, when NUFO was asked about the decreasing % of sales by CORV (they went from 22.1% in the previous quarter to 17.1%,) they downplayed the significance and said it was just a normal rundown of inventory. Then they went on to say, "The products we deliver to them (CORV) are key to their systems. It is no secret we are an enabler to their raman amplifiers." Any idea where CORV stands in terms of q/q and y/y growth? Being such a significant customer, this is key. (We probably should take this discussion to the NUFO thread. I'm headed to San Jose so will be off-line for a time.) Pat