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Technology Stocks : JDS Uniphase (JDSU)

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To: Bill Holtzman who wrote (4525)	1/17/2000 9:07:00 AM
From: Lee	Read Replies (2) of 24042

Bill,.Re:.optical switches From the article on Nanovation - A spokeswoman, trying to simplify a very complicated concept, says, "Essentially Nanovation has learned how to bend light." Its device is an optic switch that manipulates and directs information without converting it into electricity. If it works, it will dramatically quicken the flow of data and make high-speed Internet access cheaper. From the LU website - Based on Bell Labs' patent-pending technology, Lucent's WaveStar™ LambdaRouter uses a series of microscopic mirrors to instantly direct and route optical signals from fiber to fiber in the network, without first converting them to electrical form as done today. lucent-optical.com From the JDSU site - jdsunph.com The SW Series switches use a moving prism. They offer the industry's lowest insertion loss and highest repeatability over a broad range of environmental conditions The SL Series is a latching version of the SW Series. The SR Series switches employ a moving mirror. The switches are well suited for rugged environments where vibration and shock performance are critical. But the most important connection between JDSU/LU may be in the recent remarks by the CEO of LU posted by Pat on the SDLI thread. Message 12590936 Lucent comments on fiber optic market: lw.pennwellnet.com. However, Lucent chairman and chief executive officer Rich McGinn cited unprecedented demand for optical equipment as a major reason for the company's shortfall. "We saw faster-than-expected shifts in customer purchases to our newest 80-channel optical product line and greater-than-expected demand for the OC-192 interfaces on that system," says McGinn. "This resulted in near-term capacity and deployment constraints; we could not meet demand as that shift took place. We also had manufacturing capacity constraints on our fiber-optic business and our optical components business because demand was so high." Cheers, Lee

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