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Technology Stocks : Alcatel Optronics (NASDAQ: ALAO)
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To: zbyslaw owczarczyk who wrote (12)5/8/2001 9:57:09 AM
From: pat mudge   of 16
 
Notes from the JPMorgan H&Q tech conference:

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JPMorgan H&Q Tech Conference notes on Alcatel Optronics:

Target high bit-rate and long distance markets: metro, long haul, ultra long haul and submarine, not access. Products are single-mode fiber.

· integrate actives and passives
· broadening customer base
· still looking at strategic acquisitions

High growth areas: planar, GaAs, integrated subsystems, InP and FBGs.

Working on single-chip for active and passives, qualified for Raman for both terrestrial and submarine.

Opto-passives is newest area. FBG plus AWG, optical routing module. Also multiple pumps in a single package.

Working with others on 2.5 and 10 gig multisource agreements --- standardization is important.

With optical amplifiers, owning all the parts is the key.

Working on compact metro products (amplifiers).

Passives: Strategy choices --- FBG gain flattening filter (submarine), and optical add/drop. Prototyping AWG with 49 channels. 10 gig rec/trans in compact module.

In 2001 saw no cancellations in Q1. Even though visibility was lowered, order intake was still strong. April 1 had $260M euros in sales. Q2 has some risks from US customers, yet ramping for metro.

Customer base is shifting from discrete to subsystems. 2.5 gig shifting to 10 gig faster than expected. Optimistic outlook: 50% top line growth with operating margins of 20%. 2Q 2ill see less than 10% growth Q/Q.
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