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To: J. Conley who wrote (213)	3/20/2000 1:42:00 AM
From: J. Conley	Read Replies (1) \| Respond to of 955

New Focus is not even public yet, but here it is mentioned as a possible acquisition candidate for Corning.... or I assume anyone else. (link courtesy of apelled on Yahoo! board). SABA, Mayan Networks, and Silicon Spice will all do very very well. Mayan and Silicon Spice may be in registration sooner than some of us think. redherring.com >>>In the meantime, the demand for optical networking components is rising and, thanks to the pace of acquisitions, the number of companies in the space is shrinking. Nonetheless, large suppliers like Corning and JDS will continue to look at technologies that help cram more and more data down a single strand of fiber. Industry observers say it would make sense for Corning to buy a company with DWDM software expertise if it decides to get into the systems business. That could take it into a fast-growing market: Dataquest predicts that the U.S. DWDM equipment market will grow from $2.8 billion this year to $3.8 billion by 2003. Among the companies that Corning may try to acquire are Sweden's Altitun; Santa Clara, California-based New Focus; San Jose, California-based Lightwave Microsystems; ITF Optical Technologies of Quebec; Sunnyvale, California-based Alliance Fiber Optic Products; Fremont, California-based Wavesplitter; Richardson, Texas-based Chorum Technologies; Wilmington, Massachusetts-based CoreTek; and PIRI, a joint venture of NTT (NYSE: NTT) and Mitsubishi located in Colombus, Ohio. Those companies may be itching to sell after seeing the premium prices Corning is willing to pay. After Corning said it would acquire Netoptix, Netoptix's shares rose $20 to $156 on Monday. <<<