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Technology Stocks : Optical Communication Products Inc - OCPI -- Ignore unavailable to you. Want to Upgrade?

To: DUCT TAPE HAIR CLUB who wrote (19)	11/4/2000 7:40:27 PM
From: architect*	Respond to of 131

DTHC, I assume your interest in Lumera is an arbitrage play on MVIS? Lumera is still looking for first round Venture Capital. Can MVIS provide the VC? if not let's see who provides the VC financing. Opticals start ups have to balance between financial operations and "next generation technology". Lots of sales with no research won't keep the products current and all research and no sales won't get Wall Street's endorsement. Who is buying their product? Nortel, Lucent, Alactel Cisco and Marconi are the buyers of optical components once they endorse Lumera's product, you know it's a better mousetrap. Faster is better, so keep me posted, Lumera sounds interesting!

To: DUCT TAPE HAIR CLUB who wrote (19)	11/5/2000 1:45:48 AM
From: architect*	Read Replies (1) \| Respond to of 131

Duct Tape Hair Club check Out Agility Communications, Mahi Networks and Lightchip select optical players and further along in financing than Lumera. Abitrage plays thru London Pacific LDP. MVIS has a higher percentage ownership in Lumera, so you may get more bang for the buck. I believe MVIS / Lumera may be a longer term play to market than the 3 LDP holdings. Optical Enlightenment, from Forbes article is a good overview of optical industry leaders. Mentions three of London Pacific's LDP private holdings as major competitors with the big boys. forbes.com Agility Communication agilitycom.com Lightchip Inc lightchip.com and Mahi Networks mahinetworks.com are mentioned as select players with the big boys NT CSCO LU ALA MONI JDSU CIEN NEC TUNABLE LASERS: Agility Communications is a major player with, Altitun, CoreTek, Marconi Agility is in competion with NT MONI and ADCT. Tuneable lasers were a favorite acquisition target earlier this year. Nortel Networks paid $1.4 billion for privately held CoreTek Inc. And ADT Communications paid $872 million for Swedish company firm Altriun AB. Passive optical switches: Lightchip is major player with Alcatel Lightchip Paceon Alloptic Lucent Quantum Bridge CS Telecom Marconi Terawave Fujitsu NEC Mahi Networks is a major player with SELECT PLAYERS ADC Cisco Systems Mahi Networks Appian Cyras Systems Nortel Networks Astral Point Dynarc Redback Networks Chromatis Networks Fujitsu Sirocco Systems Ciena Geyser Networks Tenor Networks