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Technology Stocks : Corning Incorporated (GLW) -- Ignore unavailable to you. Want to Upgrade?

To: steve mamus who wrote (405)	2/5/2000 9:57:00 AM
From: steve mamus	Read Replies (2) \| Respond to of 2260

Another thought reason takeover - would there be any rationale for a different perspective - buyout by a company like Tyco (recent rumblings they may get involved in fiberoptics - details not clear to me) - buyout by a conglomerate. Or even a company like enron that owns the right of way - not clear to me that they would have any motivations in this area. Remember that corning did start as a dish and glass company. Steve

To: steve mamus who wrote (405)	2/5/2000 10:01:00 AM
From: t2	Respond to of 2260

Another name is MRVC, more of a CMGI of the fibre optics industy. You might want to take a look at that one. The names mentioned in that ML conference by the CEO of JDSU were ORTEL/ETEK/SDLI as competitors to JDSU. CIENA is more of a competitor to Lucent and NT to the best of my knowledge. It would probably be classified as a "systems" company with possibly inhouse component manufacturing capabilities like NT or LU. I remember when LU warned, there was talk of CIENA possibly taking advantage of the situation. Maybe Ciena is now a great takeover target. ( remember the Tellabs/Ciena deal falling apart a while back). I don't think there are many independent component makers like JDSU/SDLI/GLW/ETEK. I heard of another name OPTX but i don't believe it is a direct competitor. If they are in optical coating (i think), they could be a good takeover target considering that JDSU had taken over OCLI.

To: steve mamus who wrote (405)	2/5/2000 11:10:00 AM
From: James Fulop	Read Replies (1) \| Respond to of 2260

>>Also anybody with any current opinion on Ciena?<< While I mostly only post links and try to keep my opinions away from public forums, I couldn't help but see your question and would like to respond not in a cheerleader fashion, but more in the vein of encouraging you to do some more research into Ciena....I think you will find that the company has changed quite a bit from the small "old line" DWDM player with only a few customers that is was during the Tellabs debacle. With the acquisitions of Lightera and Omnia it has transformed itself into much more than its former self with a variety of customers both domestic and international. For a list of its customers... ciena.com And an interesting recent press release... ciena.com Mind you, I am not going to say Ciena is a Nortel or a Cisco, but with this sector taking off, it still may be worth a look... or two... Cheers