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Technology Stocks : SDLI - JDSU transition
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To: marginnayan who wrote (2181)8/22/2001 12:52:25 AM
From: DukeCrow  Read Replies (1) of 3294
 
<< 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. >>

Metro uses a lot of fiber.

Corning is a much better buy simply based on valuation. I'm surprised he is recommending JDSU. Long GLW - Short JDSU has been a pretty good pairs trade for a while.
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