Corning Incorporated (GLW) Message Board

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Technology Stocks : Corning Incorporated (GLW)

GLW 82.58

+3.9%

Nov 24 3:59 PM EST

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To: Curtis E. Bemis who wrote (646)	7/20/2000 7:09:21 AM
From: jack bittner	Read Replies (1) of 2260

thank you, Curtis, for your succinct and cogent response. i have read glw's 10k's and annual reports for the 2 years i have owned the stock, and, on a level superficial compared to your own, have some knowledge of glw's operations. your point that glw and nt are not directly comparable is well taken - i appreciate your careful inclusion of the modifier. what's been puzzling me is the tremendous earnings multiplier glw has accumulated in comparison to nt's. i guess the answer is that glw fabricates the sine qua non of optical communications: the fiber and the components, while nt is in the space one level above, a less fundamental position. and i guess the market rewards that difference in so lopsided a fashion because nowadays, as never before, investors must own a strong company at any price. i've just returned from overseas, otherwise i'd have answered sooner. is there, in your opinion, a marked difference in quality between glw's LEAF and lu's best fiber?

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