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Strategies & Market Trends : Options
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To: steve mamus who wrote (3462)2/23/2000 11:07:00 AM
From: SecularBull  Read Replies (1) of 8096
 
Steve, I'm not sure that I'd refer to GLW as a sleeper. It hasn't had the explosive growth that JDSU has had, but it has done quite well for an older company reinventing itself. There's a lot of baggage there, and they've performed well in spite of it. I question whether or not they're as much a competitor to JDSU as they are a complimentary component of the supply chain to one another.

Your thoughts?

LoF
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