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Technology Stocks : Fiberspace Investing
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To: Toby who wrote (479)11/22/1997 12:49:00 PM
From: Sam Citron  Read Replies (1) of 525
 
Toby,

Satcom is both a compliment and substitute for fiber. Its major impact is still years away. I still like f-o and think Corning is a good buy, even though the fiber market is now back in balance. Optics continues to show good relative strength and will continue to substitute for electronics in telecom. I am trying to figure out impact of emerging optics technologies on CSCO and ASND.

SC
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