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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (29490)	8/6/2000 6:59:12 AM
From: Don Mosher	Read Replies (1) of 54805

Mucho, I should have added an emoticon, a VBG. That line was nothing more than a wish for a big breakthrough. I have no knowledge of what is happening in JDSU's R&D labs. Also, I do not know if there are dispersion, if that is even the right word, problems in solitons; as for solitons, I can barely even spell the word, having no scientific background in photonics. I find your speculations interesting, particularly the one about supermodules, since I believe that is how to move down the designing and manufacturing learning curves. Smaller, cheaper, faster and integrated on a chip seems to me to be a highly desirable advance, as is any advance toward all optical networking. Metro just seems to be a large and new market. What would be cool would be reference design and modules for that market specifically. But, I have no idea what JDSU will in fact do as phase 4. My guesses are barely informed WAGs. Don

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