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Technology Stocks : KVH Industries, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (654)	1/8/2001 8:39:01 PM
From: Sector Investor	Read Replies (1) \| Respond to of 7249

Some excerpts for emphasis from The Light Reading article on 40Gigabit systems posted in the previous post. "With that in mind, companies like CyOptics Inc. are proposing transmitters based on RZ, using a combination of a pulse-generating laser and an electro-absorption modulator, both made out of indium phosphide (see CyOptics Targets 40 Gbit/s DWDM Components ). This combo appears to be superior to the currently demonstrated solutions using lithium niobate modulators, which are large in size and require high voltage to operate at 40G. Japanese companies NTT Electronics Corp. (NEL) and OKI Semiconductor are building similar InP-based transmitters." "Materials will also be an issue. Silicon germanium and gallium arsenide have a difficult time scaling to 40G. Most component companies are looking to indium phosphide as a key material, though it is difficult to manufacture at the sizes required for 40G transmitters. The two big standouts in implementing 40G in a system are polarization mode dispersion (PMD) and chromatic dispersion. Each of these presented significant challenges to the adoption of OC192, but at 40 Gbit/s, the laws of physics really start biting back." "Who?s involved in the 40G market? Lots of companies, big and small. To create a 40G system a whole host of components must be developed, and a cottage industry has sprung around that endgame." lightreading.com ============================================================= The Lumera presentation is essential for any one who missed it in order to understand the opportunity here. View the slide presentation off of this link. Particularly look at slides 13-15 (and LISTEN to the speaker) "Why materials matter", "Comparison table" and "The Chromophore puzzle". vcall.com From this you can see why the KVHI approach using Dr. Dalton's materials and their specialty fiber is so exciting. They and Lumera have a MUCH easier task in front of them than their competition - and they have already been working on this for a few years, and have a big advantage over Lumera as well because of their ownership of the special property optical fiber production.