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Technology Stocks : UNPH _ Uniphase

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To: Rusty Johnson who wrote (964)	8/24/1998 12:27:00 AM
From: Rusty Johnson	Read Replies (1) of 1261

Forbes ASAP, George Gilder, pages 95-100 ... forbes.com "Intel began with the goal of manufacturing memory chips for mainframe computers. But it did not achieve incandescence until it began manufacturing the key components of the personal computer. Similarly, networks cannot become truly all-optical until WDM descends from the summits of continental trunks and undersea conduits down into the ramifying realms of smaller networks. In the end, WDM will offer large economies for metropolitan and enterprise networks. Unlike existing TDM systems, WDM gear can split off a single bitstream without processing all the bits in the fiber. Thus you don't have to replace all the access equipment every time you upgrade the network to a higher bandwidth. The true target of Uniphase must be to become the dominant supplier of optical components for companies such as Nortel and Ciena, and the leading vendor of components for Cisco and 3Com, and perhaps, as time passes, even for Intel itself in its new networking mode. The erbium-doped amplifier and the fiber grating show the way to inscribe entire networks in the luminous 5-micron cores of fiber-optic thread. To consummate the Uniphase dream, Kalkhoven will finally have to become a vendor of the key devices for linking the network computers of the future to the crystal cathedrals of an all-optical web."

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