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

To: pat mudge who wrote (11806)	7/25/2000 3:25:35 AM
From: DukeCrow	Respond to of 24042

$10 M in revenues basically from one product to one customer --- one who also holds warrants/stock in the company --- isn't impressive. When they ship to a broader array of customers and have a broader array of products, I'll take them seriously. Fine. That is entirely rational. However, it is looking backwards, in my opinion. As far as warrants, I really don't like the practice, but it seems most optical start-ups are using them to get carriers to test and deploy their products ASAP. In an April 11 report, MSDW reports: To date, Avanex has booked revenue from customers including MCI WorldCom, Osicom, Hitachi, Cerent, Lucent Technologies, and Qtera (Nortel Networks). Prototypes or trial systems have been shipped to customers including Lucent, GTE, Nortel, Fujitsu, Sycamore, Cerent, Pirelli (Cisco), Siemens, and Hitachi. From a Lehman April 24 report: In fact, we believe Avanex’s growing customer list should continue to grow and expect MCI WorldCom to account for only 50%-60% of revenues by the end of calendar 2000, down from 92% at the end of the October 1999 quarter. Perhaps you will take Avanex more seriously in 2001. Also, the PowerMux already has channel spacing down to 25GHz in its higer channel count systems. Reportedly, 12.5GHz spacing has been successfully demonstrated. PIRI's AWGs for 40 channel count systems currently uses 100GHz channel spacing. Does anyone know if PIRI (or Bookham) has demonstrated channel spacing tighter than Avanex? It appears that the PowerMux may find its way into metro systems (esp. those with Cerent boxes). Cogent is using it for theirs. lightreading.com The ONS 15454s shunt the gigabit Ethernet channels from the GSR onto OC-48 Sonet links (2.5 Gbit/s apiece). These OC-48 links in turn are sent through bi-directional DWDMs couplers before leaving the POP. The couplers act as passive optical splitters, dividing the light carried by the two OC-48s into 16 wavelengths--eight passing clockwise through the ring, eight passing counter-clockwise. Cogent recently signed an agreement to obtain these couplers from Avanex Corp. avanex.com. CPE equipment: In the basement of each building in Cogent's network, an optical add/drop multiplexer (also from Avanex) picks up two of the 16 wavelengths on the ring--one traveling clockwise, one counter-clockwise. Ali