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Technology Stocks : Ciena (CIEN)
CIEN 178.17+1.0%Nov 21 4:00 PM EST

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To: robert packman who wrote (1957)4/14/1998 3:22:00 PM
From: Tim Bagwell  Read Replies (1) of 12623
 
<<I hear that Lightpath and lightchip has a WDM device using their Gradium technology that can be used in metro and Short haul that will reduce costs over ciena and lucents long haul systems..Does anybody know know size of this market and what it could bring???? BIG!!!!>>

Yes we are aware of this. However, IMHO I don't think their product will apply at all to the metro or short haul market. Their current product only operates at 850 nm which is not the wavelength of choice in short haul. They are working on moving to 1550 nm but they have yet to get there.

Where Lightchip might apply is in LAN, WAN or desktop applications (hundreds of meters in length) where WDM will be used and where performance can be sacrificed for cost. Those markets are probably still years out if ever. Even so the Lightchip product is a crude solution from a technical point of view and there will be a lot of competition in this area.
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