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To: MikeM54321 who wrote (11107)4/25/2001 11:52:09 AM
From: Jorj X Mckie  Read Replies (2) | Respond to of 12823
 
MikeM,
LMNE top two customers are of CSCO and MONI (you probably knew this). My understanding is that they were having a tough time with the quarter because of CSCO and MONI but that one of their Asian subs found a customer in China toward the end of the Q. I am still trying to find out more info on this.
JXM



To: MikeM54321 who wrote (11107)4/25/2001 3:09:22 PM
From: Sector Investor  Read Replies (1) | Respond to of 12823
 
<<Do you happen to know their top five customer list?>>

Mike, they have over 300 customers worldwide. They don't give a breakdown of the top five, but Marconi is #1 and CSCO #2 (even though CSCO reduced orders this quarter). Other customers include General Instruments, Pandacom, Cabletron Systems, Extreme Networks and Foundry Networks. 40% of the business is with lesser known Asian customers. New customers this quarter include Siemens, ADC Pairgain, Riverstone, Agilent, Optical Solutions (FTTH) and Zuma.