To: Milkman who wrote (383 ) 4/4/2000 5:34:00 AM From: Puck Respond to
Welcome to the thread Milkman. I very much appreciate your thoughtful and considerate comments. You obviously have real technical insight into the fiber optics industry, which has been something woefully lacking in the conversation thus far. I had earlier questioned Andy's presumption that the Corning low dispersion cable (he keeps harping on) will make any filtering device, such as AVNX's, obsolete with the same reality you pose, which is that the enormous installed base of older fiber will need to be maintained and serviced for a while longer--perhaps many years--until it is replaced, even if Andy's dubious claims about the potential for AVNX's PowerFilter obsolescence were true, which I doubt them to be, and which you seem to have serious reservations about. I wonder if you would be so good as to put your question about AVNX's device and the newer fibers to management or IR. I'd do it myself but I'm afraid that in my technical ignorance I wouldn't understand the answer fully or know what additional questions to ask.
