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To: BDR who wrote (25369)	5/25/2000 4:12:00 PM
From: Thomas Mercer-Hursh	Respond to of 54805

An optical router? Maybe not but they must think it never hurts to hype. And, while this is something, it sure isn't an optical router in any sense which would lead one to expect a full fledged optical router any time soon. The key issue there is that we have established technology for reading packets of electrons and deciding based on their content what to do with them per some configuration. Reading the photons, without first going through the painful and bottlenecking process of converting them to electrons, is quite another matter and none of these devices pretend to do that. Like I said, there is a tornado waiting on the technology.

To: BDR who wrote (25369)	5/27/2000 12:07:00 PM
From: BDR	Read Replies (2) \| Respond to of 54805

Shortages developing that may hurt earnings short-term for some companies discussed here. May help others, depending on which side of the supply/demand equation they find themselves. quote.bloomberg.com Technology News Sat, 27 May 2000, 11:43am EDT Nintendo, Palm, Cisco Face Crucial Parts Shortages (Update1) By Cesca Antonelli San Francisco, May 26 (Bloomberg) -- Companies from Nintendo Co. and Palm Inc. to Cisco Systems Inc. say they may lose sales because a shortage of parts is preventing them from meeting rising demand for communications gear. The dearth of everything from electronic capacitors and liquid crystal displays to flash-memory chips has worsened in recent months as more companies compete for a limited number of components. Palm, for instance, is battling for the same screens and chips for its handheld organizers that cell-phone makers use. Concern about shortages crimping sales growth is taking its toll. Cisco's shares have fallen 12 percent since May 9, when it said a lack of memory chips used in optical and wireless products could hurt its ability to meet sales and profit forecasts. Palm has dropped 11 percent since Monday. It said it won't have enough trademark organizers for Father's Day and graduation gifts. . . . . Flash Memory Sales of flash-memory chips, which retain information in devices when the power is off, will rise to about $15 billion in 2002, from about $8 billion this year, according to Dataquest. Even so, analysts say chipmakers can't add capacity fast enough to meet demand from cell-phone companies and digital camera makers. ``Flash is becoming more prolific in its use because it's now smaller, cheaper, faster and can hold enough memory to be a real consumer item,'' Acree said. Cisco has had a hard time getting flash, and Acree said supplies will be tight until companies including Intel Corp. add production. Intel, the biggest maker of flash chips, plans to spend $2 billion in the next two years to quadruple flash output.