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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (986)9/8/1999 4:09:00 PM
From: Kayaker  Read Replies (1) | Respond to of 24042
 
This sounds similar to the Bookham and LUMM stuff. Yes? No? Maybe?

...and the IOT acquisition--along with its own semiconductor and lithium niobate modulator experience--offers it a leg up in etching small waveguide structures onto silicon. Useful waveguides are likely 2-4 years away, but getting a jump on this technology is crucial, in our eyes, for integrated optics for the new core network products coming down the pike.

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To: Bulldozer who wrote (986)9/8/1999 4:34:00 PM
From: Bob A Louie  Read Replies (1) | Respond to of 24042
 
I agree they're not there yet, however can they potentially encroach on JDSU's space with such a product? Sounds like breakthrough technology and the Cisco tech advisor says it's for real. Since I'm somewhat technically challenged, I'd appreciate your input.

Regards, Bob.


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