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Technology Stocks : LUMM - Lumenon Innovative Lightwave Technology Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (719)	9/8/1999 11:16:00 AM
From: John Curtis	Read Replies (1) \| Respond to of 2484

LOL! "Disruptive technology's". Sounds like what one should expect from the proper, genteel Luddite, eh? ;-) Meanwhile, I see LUMM's doing a little bit of backing and filling. It has gotten down as far as $6 3/4 and is now back at ~$7 1/2. This is healthy, imho. By the by, I'm very impressed with the way LUMM's being managed. I know folks like to bash MM's, but whoever the MM's are on LUMM they're doing a great job with this equity. There've been few imbalances, the bid/ask size is staying relatively constant, as is the spread. This is one of those times I can commend the job they appear to be doing. It ain't getting out of hand at all. But still, given its OTC-BB nature one is well advised to watch it like a hawk. Now back to my soaring.... Regards! John~

To: Frank A. Coluccio who wrote (719)	9/14/1999 12:59:00 AM
From: Philip H. Lee	Read Replies (2) \| Respond to of 2484

Avanex Photonic Processors Avanex (a private company) is supposed to be a "super hot" company. I would like your input as to whether they compete or complement Lumenon. Philip ----- www.avanex.com Avanex demonstrates its radical new photonic processors during SUPERCOMM '99 in Atlanta. The PowerMux™ high performance 40-channel wavelength processor uses a patent-pending technology to provide wavelength MUX/DEMUX functionality for 100 GHz channel spacing, along with low insertion, flat passbands and high channel isolation. The PowerShaper™ dispersion compensation processor uses a radical, patented technology to provide fixed or variable broadband chromatic dispersion compensation, along with low insertion loss, low polarization mode dispersion and no optical non-linearity. Photonic processors are a novel approach to eliminating many of the bottlenecks in the current fiber optic networks infrastructure and significantly enhancing network bandwidth, efficiency and flexibility to support the explosive growth of communication networks.

To: Frank A. Coluccio who wrote (719)	9/23/1999 1:04:00 AM
From: Philip H. Lee	Respond to of 2484

Frank, would appreciate your thoughts on LightChip LightChip (http://www.lightchip.com) is 26% owned by LightPath (LPTHA) and has received over $5 million in funding from AT&T Ventures. Expansion of WDM in Local Exchanges The equipment market in local exchanges is roughly 10X that of the long-haul segment. There is broad agreement among the U.S. local exchange carriers (LECs) and their foreign counterparts however, that widespread use of WDM and its logical extension to all-optical networking, will require progress on several fronts: •The cost of WDM systems must be significantly (> 50-75%) lower. In the vast majority of situations today, it remains more cost-effective to pull additional fiber cabling to gain capacity than it does to utilize current WDM offerings. •Non-electronic, Optical add-drop and optical cross connect systems are fundamental to the management of the traffic flow in the complex network fabrics of the metropolitan and local areas. •Capability must exist for rapid restoration of service in the event of a breakdown of a network element. This is not yet a feature of long-haul WDM systems. LightChip's Opportunity LightChip is developing low cost, re-configurable optical systems to solve these technical problems. With over 2500 SONET rings in the U.S. alone, each having numerous add-drop points, LightChip believes the local-metro environment represents a very attractive opportunity to build a very large company. LightChip's initial focus is where the SONET/SDH and WDM markets converge. The growth potential for optical networking systems is huge over the next five years. Future Opportunities for LightChip Local-area network (LAN) equipment suppliers, currently with virtually no optical systems offerings, are developing ever-higher speed (and bandwidth) approaches to support intranet and internet computing. The intuitive nature of "browsing" as a graphical user interface to internal and external data is driving these implementations (such as Gigabit Ethernet). This creates an opportunity to add multi-wavelength, fiber-based capability to existing LAN switch technology. Today, switch and router producers such as Lucent, Alcatel, Bay, and Cisco interface their equipment with SONET multiplexers and transducers. These units convert the electronic switch signals to light. SONET multiplexers, in particular, are expensive elements in the telecommunications architecture. This cost is acceptable in the long haul environment, where very large traffic volumes absorb the high capital costs. But, the same capital costs are an enormous challenge to short haul applications such as campus-area or local loops, where there is relatively much less traffic. LightChip's optical Mux/Demux solution should be incorporated as part of a new generation of switch, as a follow-on to the company's initial product line. Finally, although the market for campus or corporate WDM has yet to emerge, it appears to be a logical outgrowth from the ever-growing bandwidth demands of Internet and intranet computing.