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

To: jack bittner who wrote (645)	7/3/2000 8:51:18 AM
From: Curtis E. Bemis	Read Replies (1) \| Respond to of 2260

Not to lessen or diminish the magnitude of the query you posted to me, such questions are never a substitute for DD. Corning has been involved in the "photonics" business for many years, with optical fiber, advanced materials and they have maintained a long standing, first-rate, R&D effort to support those efforts. With the explosion in the optical communications industry, GLW has used their existing in-house expertise, bolstered it with strategic acquisitions in all facets of this industry. GLW has emerged as a leader in both the active and passive optical components, the "nuts and bolts", that support modern optical data communications, from the fiber itself, to laser drivers, optical amplifiers, DWDM passive components and associated infrastructure. I have observed your queries to directly compare NT and GLW. They are not directly comparable and GLW is not in the SONET/SDH systems business; they develop and manufacture the components that are used in such systems. As given earlier on this thread, a good place to start DD on GLW would be the 10K and GLW Annual Report, both available on-line from the Corning link corning.com GLW has been a very significant portion of my LTBH portfolio for a couple of years (along with others--JDSU, SDLI etc. for investments in the infrastructure portion of the optical data communications segment).