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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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From: Frank A. Coluccio11/11/2009 11:42:52 AM
1 Recommendation   of 46821
 
Guest blog: Is photonic integration market disruptive?
Roy Rubenstein | Lightwave Magazine | Nov 9 2009

Nortel and Infinera have markedly different views regarding photonic integration. And if their company fortunes also differ, there is no doubting both firms’ optical engineering expertise.

Nortel was first-to-market with its 40-Gbps dual-polarization quadrature phase-shift keying (DP-QPSK) system. Kim Roberts, Nortel's director of optics research and one of the engineers that developed the system, acknowledges photonic integration’s role in reducing system cost and size but downplays its importance overall. Useful but not revolutionary, he says.

Infinera’s chief strategy officer, Dave Welch, thinks differently, arguing that the photonic integrated circuit (PIC) is optical networking’s current disruption. Longer-term, its impact on the industry’s supply chain could be as disruptive as the digital camera’s CMOS image sensor – also a PIC – has been on the photography industry, he says.

Cont.: bit.ly

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