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: KevRupert who wrote (900)10/4/2000 11:02:09 PM
From: FR1  Respond to of 2260
 
Yeah, I thought about bottom feeding on HLIT but changed my mind. The argument for that is that they are fiber and remember what happened to CIEN (horrible sell off when they lost orders and then a strong come back). However, most people seem to think it goes deeper than T cutting back on orders. HLIT bought a business and did not absorb it very well. The earnings never came through. The management is getting a very bad rap from investors too. I think I will pass on this one.

I also have the feeling that GLW picked up a lot of the orders that HLIT lost.



To: KevRupert who wrote (900)10/4/2000 11:32:38 PM
From: Techplayer  Respond to of 2260
 
advalorem, Since HLIT does business primarily with the addled T, I don't expect a market overreaction. The company is just not that big, too concentrated in its customer load and has management that previously deceived investors this year. Right now it deserves to be taken out back and shot. If we do get a down day, GLW would be my top pick to buy, though many others in the sector have recently been hit as well. tp


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News