Optical Networks and Components, DWDM and Tunable Lasers Message Board

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Technology Stocks : Optical Networks and Components, DWDM and Tunable Lasers

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To: Joanne Fishman who wrote (198)	3/12/2000 12:33:00 AM
From: Joanne Fishman	of 275

From JDSU thread.... CSFB on Optical Conference. A summation: _______________ Telecom Equip-Wireline Update Highlights From the Optical Fiber Communications Conference ú Tone of the show extremely upbeat reflecting the robust industry demand fundamentals for optical networking gear; View large OEMs such as LU, CIEN, ALA and others as beneficiaries; ~ Reiterate STRONG BUY on NT. ~ Reiterate BUY ratings on component companies JDSU, SDLI, and ETEK. ú Conference highlighted high level of innovation in optical component technology; Optical switches and cross connects, tunable filters, and opto-electronic integrated circuits (OEICs) will play crucial roles in future optical networking systems. ú High level of innovation combined with growth in broadband communication services suggests we are in the early stages in the growth of the optical networking mkt; Industry constraints continue to be component related; Scaling manufacturing and achieving higher levels of integration are key industry priorities.

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