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Non-Tech : The Critical Investing Workshop

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To: Detail-MD who wrote (22799)	6/20/2000 2:17:00 PM
From: dwayanu	Read Replies (1) of 35685

Detail-MD - re GLW et al Merrill research note dated 6/19, "Can Planar Waveguides Revolutionize Optical Networking?", Global Telecom Equipment/Wireline sector, no signature. ... We believe Planar Waveguide Technology ... represents one of the more significant optical technologies of the next decade. In many ways it is analogous to the evolution from discrete electronics (the transistor) to integrated electronics (ICs) ... We also think that investors in (JDSU, ETEK, GLW) and others that have exposure to traditional thin-film filter technologies should be closely watching the development of this technology. Indeed, several of these players have made investments of some magnitude in this technology. In addition, investors in the optical systems companies (NT, LU, CIEN, SCMR) should also track developments in this area as it could impact equipment costs significantly over the next few years. ... - Dway

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