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Technology Stocks : Corning Incorporated (GLW)
GLW 88.66-2.2%3:59 PM EST

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To: Michael Auth who wrote (1006)10/26/2000 7:06:40 PM
From: Asymmetric   of 2260
 
Johnny, Thanks for posting Report.

Some great stuff there. Avanex is
definitely a company worth looking
deeper into. Right now however, lot's
of CLEC's overbuilding their fiber
routes, and as Nortel earnings report
highlighted, shortage of trained labor
and engineers has become a bottleneck
or short-term limiting factor. FYI,
Cisco is also very worried regarding
shortage of trained personnel.

Peter.
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