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Technology Stocks
CORNIG-GLW: Fiberoptic King
An SI Board Since January 2000
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Emcee:  Andy Yamaguchi Type:  Unmoderated
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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30Corning's fiber is completely sold out. Now need 4 months lead time even inAndy Yamaguchi-8/18/2000
29Andy, 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 networkAndy Yamaguchi-6/23/2000
27 Looking for a split in this company. They need to keep their price generally iBOJO-3/15/2000
26 GLW to announce many new leading products this week at OFC. JDSU to announce atAndy Yamaguchi-3/6/2000
25 Congratulations on Breaking 200! Thank You Corning Glass Works. Runningelkrunningelk-3/1/2000
24 Comparing JDSU/ETEK, GLW is well-under valued. The street is going to know it sAndy 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 dt2-3/1/2000
21 Corning announced new optical processor and interleave DWDM products today. CorAndy Yamaguchi-2/29/2000
20 Andy, I agree. Worth holding for a few years. Considering how SDLI has rocketedt2-2/28/2000
19 GLW is one of best fiberoptics companies in the world. Using any weakness to buAndy Yamaguchi-2/28/2000
18 Andy, It looks like GLW has been consolodating for a few days while SDLI and JDt2-2/24/2000
17 Fiberoptics conference is coming next month. Many companies including GLW are gAndy Yamaguchi-2/23/2000
16 GLW and Samsung's joint venture is very significant development. The key isAndy 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, GAndy Yamaguchi-2/7/2000
13 Check out the link Message 12794281Andy Yamaguchi-2/7/2000
12 Could you fill us in more about APAT, why you like it and the technology you resteve 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 follBruce 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 undsteve mamus-2/3/2000
7 Agree. P/E less then 1/3 of JDSU. Nice coverage on moneyline tonite. I have solsteve mamus-2/3/2000
6 If anyone is interested the GLW secondary offering was priced at 151 3/8. Gladt2-1/26/2000
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