To: Don Johnstone who wrote (847 ) 9/14/1999 9:24:00 PM From: RCDTD Respond to of 2484
I was just in touch with SL regarding this matter. The 1% refers to the 400 chips a month present capacity of the pilot plant. Present capacity of pilot plant only!!! Remember, they are preparing to produce 500 chips a day!!! That?s 1% specific to the DWDM chips only. This figure does not include the telecom devices such as splitters, combiners, star couplers, directional couplers, gratings, interferometers, diffractive micro-optics, interconnects, cross connects, large scale photonic lightwave circuit modules, optical add-drops, dispersion equalizers, optical matrix switches, and modulators. When they start producing these devices which some already are prototyped, the revenue base will just continue to climb. Now if you want to talk a huge market, let?s talk data com products. Rather than just tele communications companies needing your products, your talking every household, the mass public needing a DWDM photonic device among other things. This market is far greater than the present tele com market. In a year or two, this market will start maturing, LUMM will be ready with it?s minitiarized and inexpensive process. Low heat versus present high heat processes. PHASIC = ROBUST, FLEXIBLE, MASS PRODUCTION and INEXPENSIVE technology. Any other company have that claim. By that time, LUMM will be a proven leader in the Photonics industry. The future of LUMM is bright. Pun intended. So is the present!!!! This is my own calculation, not provided by LUMM. 500*30 = 15,000 a month. So if we say conservatively that 400 chips is 1%, then 15,000 is 37.5%. 8 billion of DWDM systems by 2004. How much of the 8 billion accounts for the DWDM chip? As LUMM add more products to the line up, watch that chart shoot straight up!!!!