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Technology Stocks : LUMM - Lumenon Innovative Lightwave Technology Inc.
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To: Herc who wrote (2245)5/13/2001 8:45:08 AM
From: Don Johnstone  Read Replies (1) of 2484
 
<<So I take it that Tellium will not be in the DWDM business.>>

Not that I can see. But it's interesting to note, I think, that as time marches on, LUMM is going to be less and less in the DWDM business per se and more and more in the integration business putting light paths on chips alongside other stuff on the same chips like they are presently doing with Litton using Litton's MEMS devices to make a COADM.

I heard that the discussions at the Wit Soundview conference the other day, which LUMM attended, was all about metro and integration. Long haul was passe. So, if LUMM can just wait for the market to catch up to its products, things should be OK. The new LUMM CEO intends to review and assess LUMM's past and future and put LUMM in a position to do just that, IMHO.

DJ
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