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To: E.J. Neitz Jr who wrote (34480)	11/9/2001 9:48:47 AM
From: Larry S.	Read Replies (2) \| Respond to of 53068

GLW - GLW will definitely be a survivor and the current price level should be viewed as a bargain relative to the likely price in 2-4 years. The stock is very likely dead money for the next few months, perhaps 6-9 months, until there is some improvement in the fiber optic and photonics biz. GLW bet the farm on f/o, but has some very strong other divisions - substrates(catalytic converters), flat panel displays, lab products, as well as the f/o and photonics biz. They are sizing the company for the revenues expected. $5 billion is the current estimate going forward, down from 7-8 of recent years. I'm hearing the company is being run right now by the CFO, and you better justify any monetary expenditures. paper clips are in hard supply right now (j/k). When we hear "stabilization, or better yet, increase in demand", this stock will rocket. My personal guess is that GLW will trade 20-40 or better in the next 2-4 years. yes, i own GLW, and have it tucked away. tucked with at T. ggg larry