Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (31948)	6/8/1999 9:11:00 AM
From: Tlac	Read Replies (2) \| Respond to of 152472

Lest we forget the digital fiber optic part of that excerpt Art, I, for one, appreciate your insights regarding GLW, and would be interested in your thoughts on UNPH as well (post or pm). I'll bet many here share an interest in these two key "enabling" companies, as Qualcomm enables the wireless future. Kelly

To: Art Bechhoefer who wrote (31948)	6/8/1999 10:59:00 AM
From: quidditch	Respond to of 152472

OT response on GLW to Art: Agree. GLW also has JV with JDS (TO) (soon to be JDS-UNPH) to improve optical transmission along fiber, part of hot opto-electronics and componentry for net access and optic networking. Sales of fiber hurt recently by price declines, offset by higher volumes. As you know, see also CIEN (DWDM), which apparently fell victim to one of the more outrageous instances of interference with corporate relations when T, presumably at the behest of LU, announced it would stop testing CIEN's DWDM systems on the morning of the TLAB merger vote. It ALMOST made the hagfish spin machine seem little league by comparison. Regards. Steven