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To: Jonathan C. Williams who wrote (1380)2/21/1998 11:40:00 AM
From: craig crawford  Read Replies (1) | Respond to of 12623
 
<< People in the business say this dog had its day at a 45 PE. Best PE given to the company is 30x (a qualitative analysis). >>

It doesn't have a PE of 45 anymore unless you don't believe they will make the estimates.

<< I have posted under other alias (people who are respected on the thread). >>

I don't understand what your getting at. Are you saying you are not Jonathan C Williams or are you saying that you post using other usernames as well? Or are you speaking for others in the industry that can't appear on the thread using their real name?

I noticed your email address says @corning.com Do you work for Corning? Isn't Corning trying to break into the WDM market via it's acquisition of OCA?

Perhaps you think GLW has a better WDM product? Their stock sure doesn't act like it. Even so, I am open to hear your reasons.

Or are you just going to keep calling the fastest growing start-up in history a dog?

Looking forward to your reply.

P.S. I see from your profile that you post on the CS, QNTM, and BAY thread. What are your thoughts on those? Are they dogs too or are you bullish on them?