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Technology Stocks
CORNIG-GLW: Fiberoptic King

An SI Board Since January 2000

Posts	SubjectMarks	Bans
30	2	0

Emcee: Andy Yamaguchi	Type: Unmoderated

Introduction Compact

Corning is the largerst Optical Fiber Maker in the U.S and its fiberoptic components business grows at 100% yearly due to explosive growth of internet. It is selling traditional classware business. They have significant market shares on optical amplifiers,optical filter for DWDM device, and other DWDM components. Corning is the King for fiberoptic communication components.

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Reply	Message Preview	From	Recs	Posted
30	Corning's fiber is completely sold out. Now need 4 months lead time even in	Andy Yamaguchi	-	8/18/2000
29	Andy, what are your thoughts on LUMM as an investment opportunity? They are now	hpman	-	7/15/2000
28	JDSU/ETEK merger makes JDSU be the true king in fiberoptics for optical network	Andy Yamaguchi	-	6/23/2000
27	Looking for a split in this company. They need to keep their price generally i	BOJO	-	3/15/2000
26	GLW to announce many new leading products this week at OFC. JDSU to announce at	Andy Yamaguchi	-	3/6/2000
25	Congratulations on Breaking 200! Thank You Corning Glass Works. Runningelk	runningelk	-	3/1/2000
24	Comparing JDSU/ETEK, GLW is well-under valued. The street is going to know it s	Andy Yamaguchi	-	3/1/2000
23	GLW is starting to move. Lets see if it breaks through 200 in the near future--	t2	-	3/1/2000
22	Andy, GLW finally coming back. Notice how GLW started tanking in the last few d	t2	-	3/1/2000
21	Corning announced new optical processor and interleave DWDM products today. Cor	Andy Yamaguchi	-	2/29/2000
20	Andy, I agree. Worth holding for a few years. Considering how SDLI has rocketed	t2	-	2/28/2000
19	GLW is one of best fiberoptics companies in the world. Using any weakness to bu	Andy Yamaguchi	-	2/28/2000
18	Andy, It looks like GLW has been consolodating for a few days while SDLI and JD	t2	-	2/24/2000
17	Fiberoptics conference is coming next month. Many companies including GLW are g	Andy Yamaguchi	-	2/23/2000
16	GLW and Samsung's joint venture is very significant development. The key is	Andy Yamaguchi	-	2/15/2000
15	OWC provides fiber for GLW. It is low now.	Andy Yamaguchi	-	2/10/2000
14	I liked GLW very much. They are the Blue chip for optical fiber. In addition, G	Andy Yamaguchi	-	2/7/2000
13	Check out the link Message 12794281	Andy Yamaguchi	-	2/7/2000
12	Could you fill us in more about APAT, why you like it and the technology you re	steve mamus	-	2/5/2000
11	Will do. I would be patient. I remain concerned about the market and have been	steve mamus	-	2/5/2000
10	Steve, I've enjoyed your posts on the G & K option thread and have foll	Bruce Ravelson	-	2/4/2000
9	APAT is shipping 50 Ghz DWDM filter. Broke out 2 days ago!	Andy Yamaguchi	-	2/4/2000
8	750 million dollar upgrade to increase production capacity. Apparently as I und	steve mamus	-	2/3/2000
7	Agree. P/E less then 1/3 of JDSU. Nice coverage on moneyline tonite. I have sol	steve mamus	-	2/3/2000
6	If anyone is interested the GLW secondary offering was priced at 151 3/8. Glad	t2	-	1/26/2000

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