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Technology Stocks : TLAB info?

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To: George Dawson who wrote (3320)8/26/1998 8:51:00 AM
From: Frank A. Coluccio  Read Replies (1) of 7342
 
Hello George,

>>...I bought it based on their management team and the acquisition of the Watson lab optical team. That team (as far as I know) did not work on a DWDM device, but have worked on optical networks.<<

Actually, the Watson Team did work on optical heterodyning, the same thing as today's DWDM, but it had not picked up that moniker yet at the time. They perfected some 8 and 16 wavelength systems, and a 32 wavelength device in prototype at the time they were acquired I believe. Nothing commercial, strictly breadboard, but it was validation of what was to come. And you are correct, they were also deeply involved in the theoretical side of passive optical networking, or PON, as it is now called

Interesting you should mention this. I'm trying to get a handle on the lasting impact of that acquisition. Would you happen to have an idea of how influential that transaction actually was beyond its institutional value to TLAB on the date that it took place?

Given the shelf life of their once leading edge advantage, I suspect that it was diluted rather quickly once the technology was accepted in principle and later validated, but I have no way of knowing for sure.

Stated another way, I'm trying to determine what the real and lasting payoff has been. When the TJWatson Jr. Rainbow Project acquisition was transacted, what were the real (material) resources that were ported over to TLAB? Any idea?

TIA, Frank C.
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