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   Technology StocksCORNIG-GLW: Fiberoptic King


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To: Ray Jensen who wrote (3)2/3/2000 10:25:00 PM
From: steve mamus
   of 30
 
750 million dollar upgrade to increase production capacity. Apparently as I understand it all of the fiber optic cable they can produce for the next 2 years is already spoken for.

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To: Andy Yamaguchi who wrote ()2/4/2000 12:18:00 PM
From: Andy Yamaguchi
   of 30
 
APAT is shipping 50 Ghz DWDM filter. Broke out 2 days ago!

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To: steve mamus who wrote (8)2/4/2000 10:02:00 PM
From: Bruce Ravelson
   of 30
 
Steve,
I've enjoyed your posts on the G & K option thread and have followed you here. If I had the wherewithal(sp), I would have followed your suggestion earlier in the week on GLW. Just didn't have the guts, I guess, to enter a new position.

That being said, would you post when you are planning on adding to your position. I am heavily weighted to QCOM, Jdsu and to a lesser extent, NOK and EMC.

I think GLW looks like it should be in my portfolio, but have bought at the top too often.

Thanks for sharing your thoughts.
Bruce

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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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