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Technology Stocks : Bookham Technology
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To: jhg_in_kc who wrote (130)8/14/2000 12:25:53 AM
From: pass pass  Read Replies (1) of 376
 
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One company Soto likes in fiber optics is Bookham Technology (BKHM 58), which manufactures optical components based on SOI (Silicon On Insulator) wafers using traditional semiconductor manufacturing techniques. Soto adds that Bookham is addressing one of the biggest problems in fiber optics right now -- the availability of components. Soto states, "Large volume manufacturing techniques haven't been developed yet in the fiber optic component space. Many of these devices actually involve a lot of steps done by hand. By using traditional semiconductor manufacturing techniques, Bookham is trying to do what Intel did for microprocessors, which is to bring down cost through manufacturing large volumes. . . They're really the only one out there doing this on silicon. Most of its competitors are using a type of glass known as silica." Bookham's high-profile customers include Nortel and E-Tek Dynamics (a division of JDS Uniphase).
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BTW, check out their website at bookham.com to learn more.
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