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Technology Stocks : Up and coming optical startups
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To: Raymond Duray who wrote (16)10/19/2000 8:26:24 AM
From: Sidney Street  Read Replies (1) of 84
 
"A value alternative to optical startups" - Even though GLW is my second or third largest position I agree with your point about valuations, Ray, and the point can be reinforced by comparing the FO valuations with the semi cap equipment sector where you can get companies with excellent earnings visibility for the next year or so for PE's under 10. Real earnings. And the broadband buildout can be viewed as a "silicon consumption infrastructure": the more bandwidth, the greater variety, complexity, and quantity of semiconductor and flat panel devices will be attached. So I'm very tempted to trade out of GLW into excellent semi cap equipment companies like VSEA, HELX, EGLS, AMAT, etc, that have been beaten into the ground. What do you think, Ray, and any others who come to this board from the "Last Mile" board?
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