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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BDR who wrote (36956)	12/23/2000 9:14:07 PM
From: tinkershaw	of 54805

there still has to be a device that converts my wavelength to yours and knows not to convert it to someone else's. Yep, AVNX has such a device. It is another passive component that can switch light via frequency. At its most visionary such a network requires no switches and only a few centralized points. It is as close to a centralized network as one can get. I'll cover this technolgy when I write up my AVNX report. I am learning as I go, and cannot even keep the names of all the different technologies straight, unless I have them in front of me at this time. But basically a tunable laser creates the frequency and the light is then passively routed to its objective. I will be a lot more specific when I actually sit down and to the hunt report. In regard to the Xerox product, this is just their claim. But this is the same R&D department that invented GUI, the mouse, spun off SDLI (and who knows what other companies), and who knows what else these guys have invented. I would not sell them short. On the other hand, it is not ready for commercial deployment by any means. But in the world of MEMS it is apparently a big deal. Tinker

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