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To: SusieQ1065 who wrote (31182)11/14/2001 12:14:50 PM
From: 2MAR$  Respond to of 208838
 
battle AMAT at 40



To: SusieQ1065 who wrote (31182)11/14/2001 12:32:59 PM
From: CrayUSA  Respond to of 208838
 
Yeah got it before the close yesterday...Selling and putting money into AVCI for LT. I noticed they both have about the same revs now. Only difference is that SCMR has about 10X market cap !

Cray



To: SusieQ1065 who wrote (31182)11/14/2001 12:35:39 PM
From: SusieQ1065  Respond to of 208838
 
12:32 ET Finisar Corp (FNSR) 10.66 -0.40 (-3.61%): Sources saying that FNSR upbeat on storage customers at their SoundView Technology Outlook Conference presentation. Already in qualification at Lucent on DWDM, expects to win Ciena's business as well. Margins should improve as volume returns, and FNSR has capacity in place to support $100 mln rev qtrs.


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