SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jill who wrote (6023)2/5/2000 11:49:00 AM
From: Bruce Hampton  Read Replies (4) of 24042
 
GLW deserves our attention, not just as another photonic play but also as mounting competition for JDSU. A recent WSJ article (2/3/00;pg B4--sorry, no link, a pay site) describes Corning's intention "to move directly into optical components." In addition:

"By moving into lasers, Corning is directly challenging powerful component makers such as JDS Uniphase Corp, San Jose, CA, which has a much more-focused components business, as well as Lucent, which is a big Corning customer. Corning is investing heavily in research and development to improve Lasertron's technology (now owned by GLW) and will have to continue pouring money into the fast-changing field to stay abreast of changes that are certain to sweep the field."

Of course, the burning question is: How much will deep-pockets Corning compete with JDSU in the active component area of photonics?

Any informed opinions?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News