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Strategies & Market Trends : Options

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To: edamo who wrote (5231)	3/18/2000 9:24:00 PM
From: steve mamus	Read Replies (2) of 8096

GLW is expanding into photonics, filters. Also don't you think that GLW could be on the prowl? What do you think there acquisitions and strategic alliance strategy is?? It is certainly not in the purely fiber optic cable. How will the market react if one morning the ETEK deal does not go thru and another competitor to JDSU comes onto the scene. Whether it is old economy or the new economy I will take the earnings. Where are JDSU's earnings?? By the way this is merely meant as friendly banter and I have the greatest respect for you. I love this board because it is FRIENDLY. Again , I own both but I am rethinking my holding in JDSU. I know that everyone loves it and I have made a ton of money on it. However my long term puts are all in GLW at this point. DoK

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