Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: John Trader who wrote (57614)	12/17/2001 9:47:42 AM
From: robert b furman	Read Replies (1) of 70976

HI John, The fiber created is the medium.The laser and modulators that continually reinvent how fast the pulses of light (and how many different colors of light) travel thru the glass is what is slowing down a significant portion of GLW's sales.I'm going off recall here,but I think GLW's CEO said it was either 20 % or 40 % of their business. In a way,recent inventions have made glass so fast and efficient,the demand for more glass has been momentarily curtailed. I'm not sure what that is - I'm thinking commoditization more than discontinuous onnovation. Bob

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