SI
SI
discoversearch

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


To: mike machi who wrote (667)7/13/2000 1:29:14 AM
From: Michael P. Michaud  Read Replies (1) | Respond to of 2260
 
Congrats to t2....He got nominated on SI "cool posts" entitled "Corning, a screaming buy"



To: mike machi who wrote (667)7/17/2000 7:51:45 AM
From: t2  Read Replies (1) | Respond to of 2260
 
The JDSU/SDLI merger only strengthens Corning's position, IMHO. It becomes an important alternative for customers such as NT, ALA, Lucent. No company wants to be limited to just one supplier.
It also partly explains the need to continue expanding capacity. They will probably be going at full capacity even after the increases in capacity take effect. I bet GLW will doing these expansion announcement a several times in the coming years.