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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: ftth who wrote (906)	1/9/2000 12:54:00 AM
From: Frank A. Coluccio	Respond to of 1782

Hello Dave, Yes, I've come across them in releases recently, and when they first came out over a year ago, in this incarnation of their existence, if it's the same outfit we've had previous dealings with. About ten years ago some of our affiliate's engineers spec'ed a Luxen (not LuxN) family of optical muxes and line regenerators for a top tier insurance company in all of their branch offices. This was at a time when the IEEE/ANSI folks were just getting around to flirting with 100Mb/s Ethernet over fiber, never mind 1000Mb/s. The company we dealt with was "Luxen", if I recall their name correctly. I suppose if I scoured one of their initial SEC filings I could find out if this is the same company, done over. [Joe, Ed, are you looking in? I'm talking Allstate, here. Do you recall?] In any event, they appear to have an interesting product line and marketing approach with the carriers. One thing that I didn't fully grasp, though, is how they can claim to NOT be a dwdm company, while supporting 8 different 2.5 Gb/s flows over different wavelengths, simultaneously. What are they saying, that they merely oem the mux? Their targeting of CLECs who must use dark fiber providers is also interesting, because it highlights how both they (along with dozens, if not hundreds, of other optical equipment cos), along with the CLECs, are fully dependent on just a couple of purveyors of dark, in order to satisfy their outlet requirements. Fortunately, the MFNXs of the world are now pulling some very dense cables, usually upwards of 864 (six gross) of strands per one-inch cable sheath, and three or four of these to a tube (4" conduit or quad-guide). That's what I call some tight packaging, wouldn't you say? Frank