Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

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Dec 26 9:30 AM EST

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To: advocatedevil who wrote (48338)	6/22/2001 12:39:56 AM
From: John Trader	Read Replies (2) of 70976

OT-FO: AD, Thanks. That was a very negative article. This is certainly a hard thing to figure out. Corning does have fiber sales going to China and Russia (not much dark fiber there), they are also selling to metro areas, and they have about 28% of revenue that is non-telecom related, but as to whether or not GLW is a buy here, hard to tell. There are lots of conflicting opinions on this issue. Some day we will look back and know, but for now, I am still trying to understand it. Please let me know if you see it more clearly than I do. John

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