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

To: jack bittner who wrote (1046)	11/2/2000 12:23:42 AM
From: mact	Read Replies (1) \| Respond to of 2260

jack, do u know much about Holographix's technology(Avanex takeover from May)?...they are evidently working on transmission, reflective and microlens gratings, mirrors on diff. substrates, and gratings on concave mirrors(will replace multiple filters)...they are hoping to mass produce by 3rd Q of 2001...if successful, will be able to mass produce their photonic processors at very low cost...with respect to the VIPA technology(a.k.a. Powershaper), i believe the patents are shared by AVNX and Fujitsu(not Furakara...but i could be wrong)...imo, chromatic dispersion technolgy will not be the "homerun" for AVNX...GLW working on fiber with substantial less dispersion qualities if my memory serves me correct and might make this product obsolete...also, since Corvis recently sent an optical signal 2500km's in Broadwing's network without regeneration, others apparently have this type of gadget also...imo the PowerMux product is the jewel...by changing the distance between the reflective mirrors, the PowerMux evidently can be tuned to split lambdas into 100,000 or more...this could ultimately be a blow to the pure photonic switch makers as there could be so much bandwith in the near future that we could send data from point A to point B without the need to switch...AVNX has already demonstrated 800 channels at 3 terabits per second on a single fiber in the lab...personally, i think the next wave in photonics is with photonic chips...the only way prices will come down is if the people at jdsu stop making all those parts by hand...this can only happen with automated technologies(ie-chips)...the winner in this sector will be the next Intel imo...co's like Lumenon, Bookham and Hyperchip worth a look...btw, i agree that Gilder does go abit overboard, but i think he is very high on AVNX cause they are the only co. that i know of that can potentially split a lambda into 1000's and perhaps millions of channels...there is something to be said there. mact

To: jack bittner who wrote (1046)	11/2/2000 6:41:31 PM
From: mact	Read Replies (1) \| Respond to of 2260

jack, here is an extension to my post to u last night...here is glw's answer to avnx's powershaper/VIPA technology. Corning's technologically advanced LEAF fiber is a non-zero dispersion-shifted optical fiber (NZ-DSF) optimized for long haul, high-data-rate networks. With its large effective area, LEAF fiber allows network developers to achieve greater distances, and to pump more power into the network while still reducing performance-diminishing non-linear effects. This translates into lowest-cost-per-bit savings for carriers, such as El Paso Global Networks, over the life of their networks, as well as an optical backbone strong and flexible enough to perform optimally on tomorrow's emergent technologies. LEAF fiber continues to be deployed by carriers worldwide in advanced, high data rate networks. Key LEAF fiber customers to date include Aerie Networks, Argus Telecommunications, AT&T, Broadwing Communications, Cable & Wireless, Carrier1, COLT Telecom Group plc, Communications Authority of Thailand, Eurotunnel, Interoute, Impsat, KG Telecom, LD COM, Level 3 Communications, Inc., NEESCom, Williams Communications and 360Networks. LEAF fiber also has been deployed in South America and China, among other parts of the world.