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.

Strategies & Market Trends : Options -- Ignore unavailable to you. Want to Upgrade?

To: steve mamus who wrote (3515)	2/28/2000 3:45:00 PM
From: Geof Hollingsworth	Read Replies (2) \| Respond to of 8096

See the forest not the acorns. GLW is becoming part of the A team and quickly I have no idea what this means. I currently own only JDSU in the optical components space (and have since it was UNPH), and if I were to add another it would either be SDL or one of the new guys like Avanex. If I wanted to own a broadbase telecom supplier with a good optical components division I would rather own LU or Nortel than Corning, since their "other" businesses are more attractive, IMHO. What forest am I missing?