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Technology Stocks CORNIG-GLW: Fiberoptic King

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To: Bruce Ravelson who wrote (10)	2/5/2000 12:40:00 AM
From: steve mamus	of 30

Will do. I would be patient. I remain concerned about the market and have been selectively adding to naked put positions. My thought has been to do this with stocks that I really want. My thought with GLW was 147 better then 172 (sold 30 contracts at 147) with effective price of 99 when contracts expire in Sept. This would P/E of ballpark 35 on a stock with earning growth of 30% per annum with expansion of earnings likely going forward over next 1-3 years. I share your concern about buying at too high a price. Recently when JDSU pulled back to the 180's I sold Sept 220 puts. This is an aggressive position but I feel comfortable. I sold Aug 320's BRCM calls naked last day or 2 at 71/share. In short term I don't think price of BRCM is sustainable at 320+. Might check out IBIS they have interesting chip technology. Steve

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To: Andy Yamaguchi who wrote (9)	2/5/2000 12:42:00 AM
From: steve mamus	of 30

Could you fill us in more about APAT, why you like it and the technology you refer to. What other names do you like in the fiber optic sector especially up and comers (if any). Thanks. Steve

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To: steve mamus who wrote (12)	2/7/2000 1:19:00 AM
From: Andy Yamaguchi	of 30

Check out the link Message 12794281

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To: steve mamus who wrote (7)	2/7/2000 1:26:00 AM
From: Andy Yamaguchi	of 30

I liked GLW very much. They are the Blue chip for optical fiber. In addition, GLW is buying many passive/active fiberoptic component companies. They brought OAK to inter fiberoptic transmit/receiver business, they brought an optical thin film filter company in MA to enter DWDM filter business. They started passive fiberoptic component business. They proposed to merger with ETEK, but the price was too low. They are in the right track and they would be a big competitor to JDSU. This stock is still very under valued.

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To: steve mamus who wrote (12)	2/10/2000 2:09:00 PM
From: Andy Yamaguchi	of 30

OWC provides fiber for GLW. It is low now.

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To: Andy Yamaguchi who wrote ()	2/15/2000 12:32:00 AM
From: Andy Yamaguchi	of 30

GLW and Samsung's joint venture is very significant development. The key is automation. Until today, key steps in packaging for fiberoptic components are still manual. GLW is moving to change this.

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To: Andy Yamaguchi who wrote ()	2/23/2000 3:07:00 PM
From: Andy Yamaguchi	of 30

Fiberoptics conference is coming next month. Many companies including GLW are going to announce their new products. I expect this runup to continue after the conf. The industry outlook is so good.

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To: Andy Yamaguchi who wrote (17)	2/24/2000 11:05:00 PM
From: t2	of 30

Andy, It looks like GLW has been consolodating for a few days while SDLI and JDSU, are having their day. I think we are getting ready for this stock to rocket going into April earnings. There is just so much potential. The increase in authorized shares is a sure sign of a stock split 2 for 1 OR 3 for 1 and this type of news does drive these stocks. The vote to increase authorized shares is April 27 and they can announce a split anytime leading up to earnings. I would think they will try to boost their stock as much as possible so that stock price is utilized as currency to the fullest extent. They know how JDSU did it.

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To: t2 who wrote (18)	2/28/2000 2:57:00 PM
From: Andy Yamaguchi	of 30

GLW is one of best fiberoptics companies in the world. Using any weakness to buy more shares. I am buying whenever I have extra money. GLW announced Interleave DWDM products today. The interleave technology was used by AVNX to do their DWDM, so AVNX is going to face big competitions. GLW is the the fiberoptics company u must own for the next 5 years.

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To: Andy Yamaguchi who wrote (19)	2/28/2000 3:37:00 PM
From: t2	of 30

Andy, I agree. Worth holding for a few years. Considering how SDLI has rocketed recently (as has JDSU), it is still good for GLW. Sooner or later, catching up starts--as it did a little while ago. As long as the others keep going up, GLW is setting up for a huge rally, sooner or later.

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