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 : LUMM - Lumenon Innovative Lightwave Technology Inc. -- Ignore unavailable to you. Want to Upgrade?

To: greeze who wrote (1736)	5/6/2000 12:20:00 PM
From: dds1	Respond to of 2484

Greeze, Give your affiliations with any company or technology and more about yourself so your comments can be evaluated in the proper context. Lets forget the management issue. my concern is with the companies ability to sell products. That's how I will make money. Even in your post you are not certain that Lumenon cannot achieve success with it's chips. At best you are speculating about the Sol gel process. If Lumenon can produce a chip with the insertion loss at 5dB would you change your opinion? I don't know of many companies that builds building for nothing.

To: greeze who wrote (1736)	5/6/2000 9:16:00 PM
From: Mike Hardy	Respond to of 2484

Molex would not have invested in the new plant if the chips didn't work.Read the sec filings,some of the placements they made were conditional on succesful testing of the chips.

To: greeze who wrote (1736)	5/6/2000 10:22:00 PM
From: Don Johnstone	Respond to of 2484

+++the technology has yet to be proven to work.+++ It works all right. It's not a go/no go, works/doesn't work situation. LUMM knows it isn't perfect and is working to make it so. Will they ultimately achieve their goal of 5dB insertion loss - I sure hope so. LUMM doesn't do public demonstrations, they send working samples to interested companies so these interested companies can assess the worthiness at their own facilities and satisfy themselves as to the quality of the unit. LUMM deals with companies, not the public, for product sales. What would be the benefit to LUMM of a public demonstration? On public demonstrations a company called SilkRoad had one for the press which was widely reported. It looked fantastic. Is SilkRoad still in business? No. A Molex and/or Lumenon press release on a working product? I don't expect one. LUMM and Molex are intent on selling a working product not in issuing press releases to impress the public. Anyway, after a press release the companies would rightly say "prove it". Giving interested companies samples to do their own DD on, "proves it", IMO. And also, IMO, this LUMM stock will not be at $20 when the samples are announced as proved by unassailable potential customers. No way. $20 will have been the bargain of a lifetime in retrospect. But I hear what you are saying. If only we knew every detail of this development and all the surrounding aspects, present and future. That would make investing a sure thing and take all the fun and anticipation out of it and the gamble too, of course. Two points of view; mine, looking at the ultimate success, yours, looking at the difficulties and possible failure. That's what makes a stock market exciting, eh. And, BTW, LUMM is THE company that made sol-gel work. And LUMM management never got a dime of my investment in LUMM. I bought my shares on the open market when management was still locked out from selling. Lately when they did sell some shares, the buying public at that time bought their shares. Should management be lynched for selling a few shares. No. And revenue is still future based and we as angel investors are willing to live with that. Do the math on future revenues to understand why. Stay tuned, this company is going to be even more of an exciting one shortly than it has been up to now. DJ

To: greeze who wrote (1736)	5/7/2000 2:51:00 AM
From: fibrehound*	Read Replies (1) \| Respond to of 2484

Greeze Here are your comments: "Look at the statements Lumenon makes. Insertion loss is decreasing steadily from values of 10 dB to our target of 5dB. Do you know how bad 10 dB loss is for an 8 channel DWDM? It is end of story, game over. If Lumenon cannot get the insertion loss down they will not be able to sell product. This is especially troubling since insertion loss is one of the things Sol Gel has always failed at. The same statement "Insertion loss is decreasing steadily from values of around 10 dB towards our target of 5dB" was also in Lumenon's brochure at OFC. What progress have they made since then? A 40 channel Gaussian AWG DWDM now is sold with specifications on insertion loss of less than 7dB" Greeze, Lumm had preliminary specs for their 8 channel dwdm of insertion loss of 10db(Jan 2000). This data was for early chips and very few data points. I talked to management in Mar 2000 and they told me that the data on their webpage (<8 db insertion loss) was the current data and was passed out as limited spec sheets to prospective customers at OFC. BTW these are not target specs like Bookhams data. These are actual specs. Now months later lumm has developed a WWDM with specs of insertion loss of (<5 db) BTW this is not a target spec either. They are the actual specs of Protoypes. Just thought you would like to hear the real scoop. Here is the WWDM PR, notice it states: HERE ARE THEIR PERFORMANCE CHARACTERISTICS.....less than 5 db insertion loss...if I had a product with shaky specs and I knew that to be competitive I would have to have a product with insertion loss near 8db I wouldnt be saying my product had less than 5db insertion loss now would I? Lumm press release: 1.3-micrometer WDM in particular highlights Lumenon's entry into optical chips for parallel physical layer Gigabit Ethernet for the LAN, MAN and WAN markets. Among their performance characteristics are: Insertion loss (less than 5 dB); Uniformity (better than 1 dB); Cross-talk at 1-dB (better than 22 dB); Cross-talk at center wavelength (better than 25 dB). Tailored-off-the-shelf units of WDM chips are projected to be ready for evaluation in Summer 2000 and for volume manufacturing in Spring 2001.