Mike
be sure to look for the proprietary , open architecture and the value chain
Well the second one is easy, with an Intel analogy of JDSU supplying the compnents and modules and LU, NT, Alcatel selling the systems to GBLX, LVLT, QWST, ATT whose telecommunications support the Internet applications of AOL, Yahoo, etc. Throw in optoelectronic components of suppliers and the value chain grows even more.
Proprietary with IPR present but to me unclear, professing specialized lasers built to last 80,000 years (so says CEO Kalkoven on slide show), but architecture not really open; guess no more open than Intel yet they have no licensees of their technology to do the R & D for them.
Defining open in the RFM p 52,"... its interfaces are published and other vendors are encouraged to integrate their products with the gorilla product to create a whole product for the customer" Now this was probably written by the authors with electronics and computing in mind, but by making CSCO-like acquisitions to produce modules their did their own integrating of products. Moreover, vendors like LU, Alcatel and Nortel are using JDSU products to sell systems to telecom service providers, so perhaps they fit this criterion as well.
Switching costs perhpas a problem but if customers want end to end solutions ( a la CSCO) and wnat integrated modules at present there is no one whom to switch.
Appreciate your views on this
Voop |
