Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gerald Walls who wrote (9902)	4/28/2000 8:29:00 PM
From: Ben Wa	Respond to of 24042

Many cannot find the fabled G spot. He gave a speech for Merrill Lynch clients last week. My spirit was there, but then again, my spirit is everywhere.

To: Gerald Walls who wrote (9902)	4/29/2000 4:38:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 24042

I must have missed the connection that Gilder has to JDSU... Some times I don't post all the dots, but if you look hard enough you'll find the connections even without them. In this case, the company GG's written up in his latest newsletter, Avanex, was founded by quite a few ex-ETEK managers and their respective products may be competitive. So far I've discovered ETEK's acquisition, ElectroPhotonics, has some similar solutions, including the management system that according to a recent write-up on AVNX remains a challenge: the technologies still need to incorporate the management functions of the components. Another competitor, SDLI, acquired a management system through it's Queensgate acquisition: Queensgate, a privately held company located in Bracknell, U.K., is a leading manufacturer of optical network monitoring modules for long haul terrestrial fiber optic transmission systems. Optical network monitoring is expected to be a rapid growth market in the future as fiber optic networks move towards higher channel counts, dynamic adding and dropping of wavelength channels and, ultimately, all optical networks. Due diligence isn't a one-time process. Even long-term holders need to key an eye on the competition. If Avanex has advanced solutions that involve tunable filters, then it might be worth while to look at the other side of the equation: tunable lasers. I'm following the small Swedish company, Altitun, and as far as I can tell, they're at least 12 months ahead of everyone on tunables. One article quotes them saying tunable filters will come along as driven by the market. Links: altitun.com LightReading's recent write-up on tunable lasers puts them in the lead: lightreading.com From CMP: techweb.com And from FiberOpticsOnline: fiberopticsonline.com{0E20AE94-E93F-11D3-8C20-009027DE0829} Can someone tell me if tunable filters are less complex to deveop than tunable lasers? The above infers others can develop them, so why bother. Where tunable filters come in: Moving from sparing to OADM applications requires tunable filters in addition to tunable lasers. Garabet reasons that if you can tune a laser, then you can tune a filter. Altitun, while holding a vested interest in the technology's development, has not entered the tunable filter space. "We have not pursued it with a vengeance," Garabet says. Altitun is banking on the robust DWDM market to push tunable filter technology to mature quickly. If anyone has time over the week-end to compare ETEK's products to Avanex's, it could be educational. Pat