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Technology Stocks : CORNIG-GLW: Fiberoptic King

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To: Andy Yamaguchi who wrote ()1/21/2000 9:52:00 PM
From: Ray Jensen  Read Replies (2) of 30
 
Can you think of any other company that has so much demand for its products, that they have to "ration" out quantities to vendors and turn away new business? That's what seems to be going on in the market for the optical fibers, of which Corning is the king of the sand hill. All factories that manufacture fiber optic cable in the US are running way over normal capacity to attempt to keep up with order backlogs. Many of the biggest names are refusing new customers in order to take care of their existing customers demand. Anyone know what Corning can do to step up production of optical fiber to relieve the world wide shortage? Are they building more production capacity? Is demand for fiber going to be like demand for more computer power and bandwidth, i.e., something like a Moore's law?
Ray.
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