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

To: McNabb Brothers who wrote (985)	10/21/2000 8:10:07 PM
From: BDR	Respond to of 2260

The current issue of Red Herring (Nov. 13) has a two page interview with Roger Ackerman (p. 38). Not available online yet. Highlights (with some edits and typos): R&D plans? Add another 1,000+/- scientists worldwide. Increased R&D budget to 8.5% of sales, $1 billion. Difference between GLW and LU, NT and JDSU? Designing and developing components together with the optical fiber over which the data moves. Instead of optimizing the components for the networking gear, we focus on the entire network - gear, and fiber cables, and everything else. This clearly has given us a huge lead in the field of optical amplification. It's very important that both fiber and components are designed in tandem, since they have to work together. While LU is big in integrated circuits, it's difficult for them to develop the pure optical expertise we have because of the work we've done in developing the pure fibers and pure components. Others, like JDSU, will also come to that realization and will have to buy an optical fiber company. Growth/acquisitions? Grow through innovation. But that doesn't mean we will rule out acquisitions. However, the way we would like to make acquisitions is where we can get the technology onto the production line as quickly as possible. Consolidation? Industry needs to keep consolidating. Small companies will have a tough time surviving, because they won't have broad enough offerings to meet the demands of larger customers. Future? We have just begun. Technology is like a four month old baby, with lots of growing ahead. >>>>> Comments? Who are the fiber producers that might be candidates for JDSU acquisition?