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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (13351)	12/27/1999 2:33:00 PM
From: bajaok	Respond to of 54805

Congratulations for the excellent thread that you have established here. Have lurked for about six months while still working on the day job. (Even the food fights were fun)<g>. Still have about a year to go until retirement, but may have a little time to try and contribute something to the thread this next year. Have been interested in investing since 1961, so have seen a lot of ups (and downs) in the market since that date. Just thought I would bring a recent article in the Special Anniversary Issue of Wired Magazine, page 164 to the thread's attention for those that haven't noticed it. JDSU long term investors might take note. Terabit Fiber-Optic Switches "Fiber-optic MEMS switches will be the first billion-dollar MEMS telecom application," says David Bishop, head of micromechanics research at Lucent's Bell Labs. According to Bishop, these switches,perhaps just a few years away, will uncork the Internet's bandwidth bottleneck and set traffic roaring at light speed....."We're already putting 3 terabits through a fiber," says Bishop. "If you have hundreds of fibers coming in, what gizmo can you build that lets you handle thousands of terabits?" The answer is a MEMS switch....... "A typical optic switch might cost a thousand dollars, says Bishop, "but using MEMS, you can achieve that same functionality for 10 cents. Five years from now, the winner will be the one that got MEMS out fastest, and losers will be the ones that didn't." (MEMS is a acronym for MicroElectroMechanical Systems. Machines are layed down in silicon layers just like Integrated Circuits. Whole machines can be contained in the physical space of this period. To date MEMS has been kind of a technology looking an application - optical switching might be one.) More information at: bell-labs.com