Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: louisa2 who wrote (347)	3/6/2001 6:54:11 PM
From: James Fulop	Read Replies (1) \| Respond to of 2772

>>Your comments are questionable since it is not posted anywhere and if true, it is history<< Did you listen to the NUFO CC in January? Those comments were on it. You must not listen to CCs very often because a good deal of the information one can gleam from listening to them is never posted anywhere especially in a news release. (The exceptions being some members of SI like Pat Mudge.) Why you would expect the same information to be released is actually questionable as there would be no need for a CC. Analysts need some work...<g> >>Why didn't we hear about this in January and there is nothing appearing under news for the company at that time.<< That is a good question. It sounds like some of you here are only now starting to understand that the importance of doing DD means not only studying the specific company in which you invest, but also the suppliers, customers and competitors of that company. The only reason I chanced upon this CORV mention in January is that I listened to the January call as part of my DD for Ciena which is also a NUFO customer. >>and if true, it is history<< Yes, and if you go back to my posts you will see I clearly said this information was on the January CC. History about the fourth quarter Oct. to Dec. may still be pertinent, though. Edit: I just found Pat's notes on the NUFO's January CC.... >>Customer mix: over 10% customers were Corvis at 17.1% vs. 22.1%, Agilent 15.6% vs. 12.0%, and GLW 10.5% vs. 12.0%. Two more were in high single-digits. <snip> Q: Corvis was down slightly, why? A: They’ve been reasonably steady. We enable their Raman. Strong there.<< Message 15271696 I believe an apology is in order.