Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (57617)	12/17/2001 11:50:20 PM
From: John Trader	Read Replies (1) \| Respond to of 70976

OT Robert, Perhaps I like puzzles, for I am still trying to sort out what is ahead for companies in this telecom space. GLW is perhaps the most puzzling. I recall an article that said an incredible amount of fiber optic cable was sold in 2000: "In 2000 alone, carriers installed 35.6 million kilometers of fiber just in the US - enough to circle the earth nearly 900 times." That is incredible, and raises a lot of questions about sales going forward. Somebody who understands this technology well should be able to do the math and figure out the future of GLW as well. I think in 2000 they were getting about 40% of revenue from selling fiber optic cable. I think GLW is either a fantastic buy here, or it will be just a market performer over the next 2-3 years. I don't know which answer is correct. Sales overseas to countries like Russia and China could be a key part of that. John