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Technology Stocks : Finisar - FNSR

FNSR 23.77

0.0%

Sep 24 5:00 PM EST

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To: J Fieb who wrote (184)	11/22/2000 4:33:03 PM
From: J Fieb	Read Replies (1) of 509

So Demeter was a Greek godess wasn't she? THe godess of the harvest or something. FNSR's Demeter just came into existance from a company called AXT. Found this on the AXT site. Am trying to learn about Indium and gigabit lasers. If anyone has any good links to help us newbies out please post.... InP enables highly integrated fiber optic components Future telecommunications applications will need smaller, faster and more cost-effective optical components to meet the bandwidth demand. One way to meet this demand is through the integration of active and passive photonic components on indium phosphide (InP), in a way that mirrors the development of integrated electronics on Silicon that fueled the computer revolution. ... fiberopticsonline.com. Fiber Optics Online, 10/5/2000 Interesting technical feature article by Dr. M. K. Chin of Nanovation Technologies. and this good post... TRW Completes Facilities for World's First High-Volume InP Production Line trw.com. Indium phosphide semiconductor material represents a disruptive technology for cell phone, fiber optic and broadband wireless systems applications I see they've been reading Christensen. That's OK; it only alters the spin. From page 5 of AXT's 1999 10-K: ITEM 1. BUSINESS STRATEGY, Substrate Division: I guess I will learn about the AXT thread.... Subject 20974 Leverage existing customer relationships. We currently sell our GaAs substrates to over 200 customers, some of our largest include: - EMCORE - Hewlett Packard - Motorola - NEC - Nortel - Siemens - Sony - TRW We intend to expand our past success by providing high-quality GaAs substrates to these customers and to supply them additional substrates as their needs develop. For example, we have shipped InP substrates to TRW, which currently purchases a significant portion of its GaAs substrates from us. In addition, we intend to establish alliances and joint development arrangements with customers to develop new products, increase manufacturing efficiencies and more effectively serve our customers' needs. TRW claims to have a substantial lead in the InP marketplace. They've been working closely with AXT for years. Let's hope they become a big customer for InP substrates. WT

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