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Technology Stocks : Optical Networks and Components, DWDM and Tunable Lasers -- Ignore unavailable to you. Want to Upgrade?

To: mact who wrote (203)	3/17/2000 10:43:00 PM
From: xcr600	Respond to of 275

NUFO ipo (btw, LDP owns a chunk)-- ipo.com We design, manufacture and market innovative fiber optic products for next-generation optical networks under the Smart Optics for Networks brand. We leverage our ten years of experience in developing advanced photonics tools and opto-electronic products to enable networking solutions with increased channel counts, higher data rates, longer reach lengths and new services, and which reduce overall network cost of ownership. Our high performance products are compact, consume less power and are designed to be manufacturable in high volumes. Our products include fiber amplifier products, wavelength management products, high-speed opto-electronics, tunable laser modules and advanced photonics tools. We sell our products to over 50 customers including Alcatel USA, Avanex Corporation, Corning Incorporated, Corvis Corporation, Lucent Technologies, Nortel Networks Corporation and Qtera Corporation (a wholly-owned subsidiary of Nortel Networks). Use Proceeds General corporate purposes, including working capital, capital expenditures, and potential acquisitions. Competitors Competition in the optical networking market in which we provide products is intense. We face competition from companies, such as E-Tek Dynamics, JDS Uniphase Corporation, Lucent Technologies and Nortel Networks Corporation. Many of these are large public companies that have longer operating histories and significantly greater financial, technical, marketing and other resources than we have. As a result, these competitors are able to devote greater resources than we can to the development, promotion, sale and support of their products. In addition, our competitors have large market capitalizations or cash reserves and are much better positioned than we are to acquire other companies in order to gain new technologies or products that may displace our product lines. Any of these acquisitions could give our competitors a strategic advantage. Many of our potential competitors have significantly more established sales and customer support organizations than we do. In addition, many of our competitors have much greater name recognition, more extensive customer bases, better developed distribution channels, broader product offerings and greater manufacturing capacity than we have. These companies can leverage their customer bases and broader product offerings and adopt aggressive pricing policies to gain market share. Additional competitors may enter the market and we are likely to compete with new companies in the future. We expect to encounter potential customers that, due to existing relationships with our competitors, are committed to the products offered by these competitors.