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To: steve mamus who wrote (3462)	2/23/2000 10:44:00 AM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 8096

Steve, thanks for the excellent summary re: GLW. Always looking for a cheaper FO play than JDSU. BTW, out of ODETA, but an interesting play I will probably do again. Nice overview at Message 12942456

To: steve mamus who wrote (3462)	2/23/2000 11:07:00 AM
From: SecularBull	Read Replies (1) \| Respond to of 8096

Steve, I'm not sure that I'd refer to GLW as a sleeper. It hasn't had the explosive growth that JDSU has had, but it has done quite well for an older company reinventing itself. There's a lot of baggage there, and they've performed well in spite of it. I question whether or not they're as much a competitor to JDSU as they are a complimentary component of the supply chain to one another. Your thoughts? LoF