Lightpath Technologies: LPTH New WDM player Message Board

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Technology Stocks : Lightpath Technologies: LPTH New WDM player

LPTH 7.350

+6.2%

Nov 28 9:30 AM EST

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To: CJ Quantumwell who wrote (369)	1/26/1998 11:51:00 PM
From: SteveG	Read Replies (1) of 1219

<..DWDM "system" provider. ( They do sell some components though) Lightpath will be a DWDM "component" provider..> As you point out, as has been long expected, they (LU) makes the primary components as well as integrates them into a system. And more importantly, they have AT&T and will likely steal much of CIEN's business going forward, as we will likely see the market continue to expect tomorrow in CIEN's stock price. It'll be interesting to see how LPTHA reacts this week. The serious "competition" is here now, and Pirelli is likely not far behind. <..Where is the other 200Gb/s or LU apply its famous two polarizations and double it?..> I'm sure this is the case. In fact, as I understand it, anyone can use polarization over fiber WDM. Steve

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