Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: John Pitera who wrote (48880)	8/16/2000 12:50:11 PM
From: The Phoenix	Read Replies (1) of 63513

Newport is a diamond IMO. One of the biggest problems today is aligning the fiber to the laser... this is a manual intensive costly process. Companies like IN-tune are automating this process - cutting it down to less than an hour and I belive Newport may be also looking at this space. Still without it Newport may be ready to explode. Mirror mounts and vibration isoliation will become a bigger issue as the world moves to optical switching where mirror arrays (MEMS) are used to "switch" lamdas. This area alone could be worth billions. Re A and the "campagne" bubble technology. Great stuff for small optical switching fabrics but it doesn't scale. I expect the bubble technology will be useful for small scale switching fabrics - it has a cost advantage over MEMS technology for now. Not sure it will going forward. OG

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