Not to lessen or diminish the magnitude of the query you posted to me, such questions are never a substitute for DD.
Corning has been involved in the "photonics" business for
many years, with optical fiber, advanced materials and they have maintained a long standing, first-rate, R&D effort to
support those efforts. With the explosion in the optical
communications industry, GLW has used their existing in-house expertise, bolstered it with strategic acquisitions in
all facets of this industry. GLW has emerged as a leader in
both the active and passive optical components, the "nuts and bolts", that support modern optical data communications,
from the fiber itself, to laser drivers, optical amplifiers,
DWDM passive components and associated infrastructure.
I have observed your queries to directly compare NT and GLW.
They are not directly comparable and GLW is not in the SONET/SDH systems business; they develop and manufacture the components that are used in such systems. As given
earlier on this thread, a good place to start DD on GLW would be the 10K and GLW Annual Report, both available on-line from the Corning link corning.com
GLW has been a very significant portion of my LTBH portfolio
for a couple of years (along with others--JDSU, SDLI etc. for investments in the infrastructure portion of the optical
data communications segment). |
