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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (10985)6/21/2000 9:45:00 AM
From: Lee  Read Replies (2) of 24042
 
Hi Pat,..Re:.MEMs must be the basis for advancements in cross-connects and optical switching.

Not sure where the ~900m market came from; however, from the articles below, these devices are part of the evolution of all optical switches which will contribute to a huge market.

For those hoping to supply tomorrow?s optical communications equipment, offering some version of these switches is critical to staying competitive. ?You either have a technology in this space or you plan to be marginalized,? says Bishop. ?There?s a huge amount of money at stake.?
techreview.com

This spring, a small startup called Xros unveiled its optical switching technology. The Sunnyvale, Calif.-based firm had no product sales and was, by its own estimate, a year from a commercial product. But one week after the demo, Nortel Networks announced it was paying $3.25 billion for the company.
techreview.com

Also, didn't check the LU site but there may be other info there.

Cheers,

Lee
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