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

To: BDR who wrote (3531)	12/31/1999 9:24:00 AM
From: Bulldozer	Read Replies (2) \| Respond to of 24042

Dale - I am very familiar with Lucent's LambdaRouter and it is indeed an important product and technology. All-optical switching is very important, and if you'll pardon the pun, the wave of the future. Current technology does represent a large bottleneck. Although most of this bottleneck is between the edge and core - not within either. The largest problem though is bandwidth provisioning. It can take carriers months to provision new circuits to ISPs or businesses. In addition, the ring architecture can be very inefficient to scale - ie. if one node needs super bandwidth and another does not, the whole ring and various connecting rings, all need to be upgraded. This is very costly and very expensive. Lucent's optical router has a switch fabric of 256X256 and uses Tellium network management software. MEMs technology provides the structure for the 256 mirrors on an inch of silicon. Impressive - but not alone. Corvis is doing the same thing (CorWave suite) and may be ahead of Lucent by many months. Qtera also has next gen products, as do many others. The ability to switch purely in the optical realm is very very important and in time (many many years), will dominate in the core. As far as the MAN and edge and access, it remains to be seen if the economics justify the replacement any time soon. The net for JDSU and others, is the continuing need for optical components. There are tons of new optical systems vendors, but very few new optical component vendors. Thats a good equation for JDSU. Hope this helps. Bulldozer