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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (8058)	8/17/2000 6:59:18 PM
From: slacker711	Read Replies (1) \| Respond to of 12823

A whitepaper from Qualcomm on HDR....it has a huge amount of information that I have never seen before. Found this link on the MotleyFool.... qualcomm.com Would love to hear feadback on the possibility of HDR competing with DSL/cable modems based on these numbers. Slacker

To: MikeM54321 who wrote (8058)	9/12/2000 7:10:58 PM
From: MikeM54321	Respond to of 12823

Re: ADCT's Optical Business is Significant Bosco and justone- Apparently I was mistaken about ADCT's optical business. I just read a blurb out of one of my hard copy reports that ADCT did $150 million (out of $891 million) in optical products in the July quarter. I noticed upstream I never detailed my notes on ADCT CC for Q200 and must have just forgotten the figure. And more importantly: "The company began shipping its 980-nm pump laser to about 6 customers, and its pump and tunable lasers are being tested by 20-25 other customers. We believe that sales of optical systems and components could approach $1 billion in fiscal 2001." So the optical part of their business has grown a lot more than I remembered it had. Keep in mind, I never personally verifed these figures. Just pulling them out of a report. It would be interesting to see if IR would verify them. -MikeM(From Florida) PS For those interested, if you drill back through the urls upstream, it covers a lot of my ADCT notes on this thread.