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

To: Judith Williams who wrote (38146)	1/19/2001 4:25:12 PM
From: saukriver	Read Replies (1) \| Respond to of 54805

isn't doing much heavy lifting for GLW, and it is now out of the bidding, apparently, for the Raman factory. What Raman factory? It brings back memories. I ate a ton of Raman in college, but I never considered it a king or Gorilla play. <g>

To: Judith Williams who wrote (38146)	1/19/2001 5:13:52 PM
From: EJhonsa	Read Replies (1) \| Respond to of 54805

Also, recent news on the negotiations between NT and JDSU for the Zurich Raman switch factory have cleared up a missing element in the JDSU/SDLI merger. It also deals a blow to GLW. Corning went after SDLI for its active components. The Zurich plant makes pump lasers which go into both EDFAs and Raman amplifiers. I'm not really sure what a "Raman switch" is. The pump lasers made in Zurich aren't as powerful as the ones SDL's capable of producing, and thus JDS Uniphase doesn't mind letting go of the plant if it allows them to attain DOJ approval for the deal. If the plant gets sold to Nortel, I suppose it would be a blow to Corning, but not a devastating one. Corning's a leader in the market for amplifier modules, but not the lasers that go into them. Even if they aren't able to produce quality, high-end pump lasers in-house, they can just as easily buy them from others without compromising their standing in the amplifier module market. Eric