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

To: pat mudge who wrote (10922)6/21/2000 1:11:00 AM
From: burn2learn  Respond to of 24042
 
Pat,
I just started reading on MEMS. Its interesting to me that it seems to require only very old semiconductor tech to fab. The Cronos clean room is class 100 (I've worked in a 20 year old fab that was class 10, state of the art is class 1). In addition the process tools are 4-6 inch this indicates very old tech to me (a couple generations). I'm not sure how to take this... on one hand I'm glad JDS is not in a money pit, then again the barriers to entry are lower. One of the pics in the link you provided looks more like a garage to me than cleanroom

mike



To: pat mudge who wrote (10922)6/21/2000 1:33:00 AM
From: burn2learn  Read Replies (1) | Respond to of 24042
 
Pat,
Have you read anything that justifies the 750 mil JDSU paid for Cronos? From what is stated on the Cronos site the entire optical MEMS market is only expected to reach ~900 million in a few years. Old fab equipment is cheap and MEMS fabrication techniques do not appear to be at all standardized.

mike


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