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Technology Stocks : Newport Corp.NEWP...lasers..semi..mfg...equipment..
NEWP 2.080+0.9%12:43 PM EST
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To: Stuart D. Brorson who wrote (35)4/27/1997 3:27:00 PM
From: Sam Citron   of 174
 
Stuart,

Having just read the Newport 1996 annual report, I was struck by the section on p. 13 which reads: "Positioning, alignment and attachment of optical fibers to laser diodes, photodetectoes modulators and DWDM filters is at the heart of the manufacturing process for fiber optic devices. The process today is typically performed manually with the resultant low yields and inconsistent quality. To meet the ever increasing demands for high quality and high efficiency devices, it is necessary to automate the process. Newport has developed a range of products to meet the requirtements of the industry, from the semi-automated ORION fiber alignment system to the LaserWeld Packaging Workstation, a complete process development and production automation system for pigtailing or connectorizing optoelectronic components."
They have an impressive list of "representative customers" including IBM and others. Have you worked with this type of equipment? I spoke with Emcore's director of marketing Friday afternoon and he confirmed that most most optoelectronic packages are being hand assembled in southern China (even Taiwan is no longer competitive). So I am wondering what types of machines Lucent is using to automate this packaging in PA.

Having now seen this annual report and looked at Newport's latest numbers, my comfort zone is increasing, even though I normally prefer 800 lb gorillas like Lucent. They seem to be experiencing solid double digit growth across the board.

Are you familiar with Emcore, Plasma Therm, or Thermo Optek?

SC
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