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Technology Stocks : SDLI - JDSU transition
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To: Wyätt Gwyön who wrote (2173)8/8/2001 2:51:57 AM
From: marginnayan  Read Replies (2) of 3294
 
Analyst Paul Sagawa still recommends selling into any CSCO rally, but he is adding GLW, JDSU, and TLAB to his Value Portfolio

Looks like he has a sell on CSCO and a buy on GLW based both on valuation.
Does he list reasons as to why he likes GLW ?
Majority of GLW revenues come from fiber.
As far as my understanding goes and based on current dark fiber glut, I simply cannot understand his bias towards GLW.
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