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Technology Stocks : Corning Incorporated (GLW)
GLW 94.97+1.8%3:59 PM EST
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To: Proud_Infidel who wrote (1523)10/30/2001 2:37:56 PM
From: AV8R  Read Replies (1) of 2260
 
From Morningstar.Com:

Oak Value Managers Add Corning George Brumley and David Carr, managers of Oak Value Fund OAKVX, are disciples of Warren Buffett's investment philosophy, but their most recent purchase isn't likely to show up in the Oracle of Omaha's technology-free portfolio any time soon. Brumley and Carr still like Corning GLW, the fiber-optic equipment maker. Though they recognize that overcapacity exists in the long-haul fiber-optic industry, they see plenty of opportunity for Corning to build out its network all the way to the end user. Management has become familiar with this industry as it has long held positions in cable companies Comcast CMCSK and Charter Communications CHTR, which are primary beneficiaries of the new services that can be offered to digital-cable subscribers.
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