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Technology Stocks CORNIG-GLW: Fiberoptic King

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To: Andy Yamaguchi who wrote (26)	3/15/2000 3:45:00 PM
From: BOJO	of 30

Looking for a split in this company. They need to keep their price generally in line with other fiber optics competitors; and they are splitting, one-by-one. BOJO

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To: Andy Yamaguchi who wrote ()	6/23/2000 1:26:00 AM
From: Andy Yamaguchi	of 30

JDSU/ETEK merger makes JDSU be the true king in fiberoptics for optical networking. It shall positively impact its stock price. No one can compare with JDSU in fiberoptics now. This merger also puts a lot of pressure to GLW to find same one to merger. SDLI is a good fit for GLW

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To: Andy Yamaguchi who started this subject	7/15/2000 2:07:22 PM
From: hpman	of 30

Andy, what are your thoughts on LUMM as an investment opportunity? They are now priced around 27, but have not released products into production yet. They claim to be able to surpass AVNX at a much lower cost.

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To: Andy Yamaguchi who started this subject	8/18/2000 2:39:24 PM
From: Andy Yamaguchi	of 30

Corning's fiber is completely sold out. Now need 4 months lead time even in very small order.

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