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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: E.J. Neitz Jr who wrote (35958)	12/14/2001 11:05:42 AM
From: Larry S.	Read Replies (1) of 53068

GLW and JDSU - these are both very good companies. They are being killed because of the slowdown in telco cap-ex and photonics. GLW is a solid company. It will be a lot higher in a few years. In the short run, it is out of favor, but it is being added to portfolios by value managers who's investing timezone is longer than the next 3 minutes. JDSU has major technologies in industries that will be major growth vehicles. It suffers from many of the problems of GLW, but GLW has a more diversified base and longer history both in R and D, and in dealing with business cycles. larry

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