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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (2111)	9/7/2000 4:15:14 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 2882

The Amazing Technicolor Light Show By Tiernan Ray NO, IT WASN'T as gaudy as the National Merchandise Show, but old hands attending last week's National Fiber Optics Engineers Conference certainly remember a simpler time.... smartmoney.com ....Those products are neat, but the general consensus is that by next year most vendors will be pushing switches that use a technology called MEMS, which stands for microelectromechanical system. It's a broad class of device in which mirrors and gratings and other things that manipulate light are assembled onto a single computer chip. Unlike the Raman amplifier and the liquid-crystal approaches, these kinds of switches don't transform the power of the beam of light, but simply reflect it from one direction in space to another - like a mirror. Analog Devices (ADI), for one, has sold a lot of MEMS for such mundane applications as washing machines. Corning is in the process of acquiring a leading MEMS manufacturer, Willmington, Mass.-based Intellisense, for $500 million. The MEMS craze started earlier this year when Canada's Nortel Networks (NT) spent $3.5 billion for a tiny start-up called Xros. Nortel was apparently impressed by the company's demonstration of a mirror etched in silicon that switched 24 individual beams. It was also wary of Lucent (LU), which has tiny mirrors of its own. MEMS clearly shows promise, but the land-grab mentality surrounding the technology has many concerned. As one switching vendor told me, "It's really a problem because everyone's focusing on building the next little-mirror company for billions of dollars, and you can't get anyone to focus on the serious engineering issues for building real switches. They don't realize some company (Xros) won the Nortel lottery and it ain't gonna come again." snip<> Also, FWIW: ADI ranked third in industry in Most Admired (Semiconductors) fortune.com OT Princeton - the black and orange? No way! I will admit that I love the women’s' hockey team jerseys. Nice tiger strips! No, I’m in Yale country – GO BLUE! :>) Jim