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Technology Stocks : Oclaro, Inc. (Avanex-Bookham) -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (1098)11/22/2000 10:23:31 AM
From: Frank A. Coluccio  Respond to of 2293
 
Damn this SI editor time-out feature!

ps - I should have added that in the other iterations of their technology (if we put aside the end to end space, momentarily) they will likely see more acceptance and opportunity in the near term in the use of their technology by others in larger platforms.



To: Frank A. Coluccio who wrote (1098)11/22/2000 12:15:55 PM
From: Shaw  Read Replies (1) | Respond to of 2293
 
Frank, thankyou so much for your thoughts dense with inforamtion. I feel honored to have this exchange. Anyways here goes. Avanex seems to have a good marketing approach, build optical gear whos' design was inspired by a next generation approach to optics, but works to enhance existing systems. This pays the rent and gets your approache and products out into the system. Someone like Avanex's biggest customer WCOM, needs to keep pushing thier uunet edge in here. Installing Avanex's switchless, open, all optical system, at their core, will give them the most state of the art optical network, allowing them to maintain a leadership position. I assume the interoperability thing, can be patched over until customers are ready to change their edge gear over. Obviously the temporary cross connect would create a bottle neck. However the core system would remain immensly more robust than anything out there. From this system being out there, it would get industry exposure, overtime customer demand for bandwith would dictate Cao's approache.

Is there another proposed switchless system out there? If there isn't, I have to agree with Gilder's thinking, if the physics is there the rest will follow. All I have seen from other co.s is fancy switches.

I think Cao got there first, interms of what works best for light, and found the best approache interms of what the physics of light tells you.

It is kind of like coming up with the idea of the internal combustion engine first. The basic design principle hasn't changed one bit in the last 100 years.

Anyway I am totally winging it, but the little bit of visionary in me, was sparked Cao's vision and his optical products.