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Technology Stocks : Lightpath Technologies: LPTH New WDM player
LPTH 6.190-8.1%Nov 20 3:59 PM EST

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To: CJ Quantumwell who wrote (155)9/2/1997 3:21:00 AM
From: craig crawford   of 1219
 
<< It is definitely true that DWDM technology play an important role on long-haul transmission >>

Actually I think WDM technology will play a part in short-haul transmission as well. I have posted several links on this thread that address short-haul apps.

<< However, is lightpath involved in this market yet? >>

No! I am waiting patiently for them to introduce a product and get involved. I am somewhat disappointed because an article published back on Aug 12, 1996 (see posts #11,12) stated that Lightpath was expected to roll out a 2 and 4 channel WDM device within 6 months. It has been just over a year now and I am still waiting. I have cut the company some slack because Microsoft couldn't get Windows 95 out in time and customers are still waiting for Cisco's new routers. Delays are a part of life in the tech sector. I will get a chance to re-evaluate my stance on this company very soon because they will be releasing fiscal '97 results shortly. (According to IR).

<< Have they demonstrated any working devices? >>

You tell me. You said: "...and went back to report this interesting device".

What is the device that you are referring to?

<< Since this is a bulk optic device, do they know how to or even
if it can couple the light from fiber into GRADIUM and couple light back to fiber? >>

Since I am not with the company I can't speak for them but they did address this in one of their press releases.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~`
LightPath is, for instance, developing a WDM coupler lens in a U.S. Department of Defense-funded project through the Microelectronics
Research Center at the University of Texas at Austin.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

<< They don't have experimental data. >>

Maybe they do, but have not released it to the public yet and are waiting to introduce a component or product first. There is popular software out there (such as ZEMAX) that can be used to design applications for GRADIUM lenses. I would assume that this would incporporate data about their product.

<< Do they know what's miminum spacing they can separate ( 200GHz, 100GHz, or lower??)?
What's the insertion loss, isolation ( crosstalk???), etc...? Anybody can claim that a prism can separate the light. ( not tell you that it can't do 1.6nm channel spacing) >>

I think you are focusing on rigid (i.e. expensive) specifications which are suited for long-haul WDM. Lightpath has addressed your concerns in a release. I suggest you read it.
eagleopt.com

<< If you find out all these answers, you will be amazed to find the words used in all their statements ( might , may, ). >>

Could you please provide me with an example? I don't see any releases where they use might/may regarding any of their plans/products.

<< IMHO, be very careful. >>

Believe me, I am careful when it comes to my clients and my money.
I have already stated on this thread before that Lightpath is highly speculative, and should only (if at all) be complimentary to core positions in proven quality companies such as Lucent, Nortel, Tellabs, etc. Like I've said before, I need a little seasoning (Lightpath) for my steak (Lulabs)
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