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

To: Boplicity who wrote (1963)	11/11/1999 9:37:00 PM
From: Hands Off	Read Replies (2) \| Respond to of 24042

Gregory, whats the big deal about a bunch of tiny mirrors anyhow? My mom used to say once you have seen one mirror you have seen them all. <g>

To: Boplicity who wrote (1963)	11/11/1999 9:54:00 PM
From: t2	Read Replies (2) \| Respond to of 24042

Greg, Maybe Stewy's analogy about the transmission in the car is correct when it comes to figuring out this Lucent puzzle. Could it be that lucent develops and outsources the production to SDLI and/or JDSU. I wish i knew more about this industry. Might start saving some analysis of the industry or go to one of those conferences.

To: Boplicity who wrote (1963)	11/11/1999 10:16:00 PM
From: pat mudge	Respond to of 24042

Greg -- Since this is the only contract with LU I can find, I'm assuming SDL's providing their 980 nm pumps. Does this make sense? The CEO was discussing high-channel count systems when he mentioned supplying LU's WaveStar products. <<< San Jose, California, July 27, 1998-- SDL, Inc. (Nasdaq: SDLI) has received a multi-million dollar production order from Lucent Technologies, Inc. (NYSE: LU) for SDL?s new high power 980 nm pump module. Lucent, Inc. is the world?s largest manufacturer of optical networking equipment for DWDM (Dense Wavelength Division Multiplexing) applications. SDL?s 980 nm pump is used to provide optical power to the Lucent optical fiber amplifier. These fiber amplifiers provide increased optical signal levels in Lucent?s DWDM fiber optic communications systems. Deliveries are expected to begin in the third quarter of 1998. SDL Chairman and Chief Executive Officer Dr. Donald R. Scifres said, ?We are very pleased that Lucent has now qualified our most advanced 980 nm pump module. This product represents the fruition of our extensive efforts to improve our laser design and to upgrade and expand our wafer manufacturing line in 1997. After thorough qualification testing by our customers in 1998, we feel this product represents the state-of-the-art in performance and reliability in the telecommunications industry.? >>>>>