Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Snowshoe who wrote (22201)	4/4/2000 9:59:00 AM
From: ralessipvh	Read Replies (1) of 54805

Listened to the CC this am couple more pts---- -they don't think this will affect ETEK review at all -further they have not yet ben asked to divest any part of their businesses -they essentiall consider Cronos "most stategic and important aquisition to date" (eg: "looking back or these aquisitions a year or two from now" etc)paraphrasing here -work w/ MEMS which is essentially electrically controlled micro switches (w/ mirrors) starting at 1x2 configurations but are extremely small low power req. and can be scaled fairly easily to larger arrays (w/ further JDSU modifications) (the primary problem w/ larger scaling appears to be signal to noise ratios and signal attuation w/ sequential splitting -Cronos already has a Fab (and do foundry work for others working on MEMS technology), and can rapidly scale the size of that as needed they see MEMS as not the holy grail but as an integral part of optical switching along w/ polymer and liquid crystal -look to optical switching as a 10 billion $ industry by 2003 -cronos has 3 dimensional mirror switching technology This is what I understood of the call I apologize in advance for the lack of technical information or errors in describing the technology(i'm an MD not a PhD) replay # is 800-475-6701 passcode 511829 now through midnight 4/6 more of a King each month

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next