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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: BDR who wrote (36869)	12/21/2000 10:14:56 AM
From: Judith Williams	Respond to of 54805

Dale-- GLW gets about half of its components revenues from erbium doped amplifiers. They are rapidly ramping, to get into the components business. I've lost the link but Loose recently said they would be subtantially investing in people and r&d. So profitability is not their internal target at the moment--it's growth. The first mention of this trend was in Warburg Dillon Read's 11/16/99 report, and it's been echoed since. It's hard to get at the real numbers for the components division itself because GLW is so diversified, but I have to admit I haven't made much effort on that front. --Judith