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Technology Stocks : Corning Incorporated (GLW) -- Ignore unavailable to you. Want to Upgrade?

To: Curtis E. Bemis who wrote (604)	6/21/2000 7:12:00 PM
From: David C. Burns	Read Replies (1) \| Respond to of 2260

I think it was stated that at current prices, it is closer to being fully valued.

To: Curtis E. Bemis who wrote (604)	6/24/2000 12:49:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 2260

lfw.pennwellnet.com I've finally found an article that explains Corning's advanced fiber and its relationship to FBGs. However, I don't understand one word in five. Can anyone explain this, preferably using crayons and a large sheet of paper? I'm asking because at Supercomm I kept hearing about Corning's superior fiber and yet I didn't understand the implications. Since I'm an SDLI shareholder and many of their press releases emphasize fiber Bragg gratings, I'm curious how Cornings' advanced fiber will impact their use. 1) Alcatel: San Jose, California, January 31, 2000-- SDL, Inc. (Nasdaq: SDLI) has reached an agreement with Alcatel Optronics to extend an existing multi-year agreement for the supply of 980 nm laser chips and fiber Bragg gratings up to the year 2003. The agreement covers supply of 980 nm laser chips and fiber Bragg gratings used in pump modules manufactured by Alcatel Optronics for use in undersea fiber optic networks. The extended agreement follows the successful joint qualification and production ramp of these chips announced in August 1999. A significant feature of the extended agreement covers the next generation of the SDL 980 nm chip, the 6540 Series, continuing the successful collaboration of the two firms to produce the highest performance pump modules for undersea DWDM networks. The new pump module will be capable of powers exceeding 180 mW and will be available later this year. 2) Product announcement: San Jose, California , March 1, 2000-- SDL, Inc. (Nasdaq: SDLI) announced today a new generation of pump modules for use in erbium doped fiber amplifiers (EDFAs). These new high power pump modules will be used in dense wavelength division multiplexed (DWDM) fiber optic networks to satisfy the projected increase in demand for higher channel count and longer transmission distance. The SDLO-2700 Series utilizes SDL's new 6540 chip that has operated at over 500 mW of optical power, and an advanced fiber coupled package with reduced dimensions that has greatly improved thermal performance. The combination of new chip technology and new packaging techniques allows the introduction of module power levels to 300 mW. The SDLO-2700 series is designed to meet the performance and reliability requirements of the rapidly growing EDFA market for long haul terrestrial DWDM networks as well as Metro/CATV networks. The SDLO-2700 uses a new generation of chip specifically designed to operate with SDL's patented fiber Bragg grating. This unique combination has pushed the maximum power available from grating stabilized 980 nm pump modules to a new high of 300 mW. Previously, SDL?s highest power grating stabilized pump modules operated at 180 mW. The use of fiber Bragg gratings with pump lasers creates wavelength stabilized pumps that result in more stable EDFA performance, independent of input signal wavelength. As one of the first manufacturers of 980 nm pump lasers, SDL has leveraged its unique vertically integrated laser diode capability and its considerable design and volume production experience to meet new market demands. 2) Pump Lasers introduced: San Jose, California - March 3, 2000 - SDL, Inc. (Nasdaq:SDLI), a leader in the fast growing market segment for undersea optical communications components, today introduced the next generation high power 980 nm pump lasers, the SDL-6540. This new device will enable the next generation of "Terabit per second" undersea links by offering twice the reliable output power of current 980 nm pumps. According to Michael Staskus, Product Line Manager for SDL Communications Products, "The SDL-6540 represents a revolutionary breakthrough in reliable 980 nm power that will, at the chip level, exceed 400 mW. The elimination of the problem of "kink" in the 6540 will allow the development of a new class of undersea pump modules in the 200 mW to 240 mW range, double the power of current undersea pump modules, which range from 80 mW to 120 mW." SDL has recently completed 3000 hours of lifetesting on the SDL-6540, a significant milestone in verifying the reliability of the device. This accelerated testing, along with SDL's experience in the qualification of the SDL-6530 for undersea applications, has allowed SDL to quickly move forward into 6540 qualification programs with industry leaders in the undersea optical communications market. In remote undersea optical amplifiers, the wavelength of the pump module must be stabilized without the use of an active temperature control unit, which consumes a prohibitive amount of power. The SDL-6540 is optimized for use with a fiber Bragg grating to accomplish wavelength stabilization, without sacrificing the high level of kink free power. This breakthrough in high power and stability at 980 nm allows the manufacturers of undersea optical amplifiers to create systems with noise levels low enough to meet the increasing bandwith requirements for underseas communications links. 4) Not all FBGs are created equal: SDL also pioneered the use of fiber Bragg gratings by developing a patented grating stabilized pump module. Grating stabilization delivers superior wavelength stability and enables precise wavelength specification. Both of these performance characteristics are increasingly important as channel density increases in EDFAs for DWDM networks. Wavelength stability is also critical for demanding underseas deployment of 980 nm pumped EDFAs. All SDL standard pump modules feature fiber Bragg grating stabilization. >>>>> In short, I'm wondering if Corning's new fiber will augment the value of SDL's FBGs or make them redundant. Any help appreciated. Pat (who wakes up early thinking about these things. . . and who, most likely, will eventually find the words for what no longer needs to be said. :))