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Technology Stocks : Son of SAN - Storage Networking Technologies -- Ignore unavailable to you. Want to Upgrade?

To: KJ. Moy who wrote (2555)	1/18/2001 9:13:53 AM
From: J Fieb	Read Replies (2) \| Respond to of 4808

technology is a must, not an option. Time to market should be an issue for the SAN sometime soon. Global Services is a feather in IBMs cap. Joe W., I like FNSR a lot. Like Frank's essays. Like the plan for vertical integration in data-com. The customer list would get anyones attention. The one thing that stopped me from buying in...the shares outstanding... Share-Related Items Market Capitalization $5.63B Shares Outstanding 169.5M Float 67.8M Compare to QLGC Market Capitalization $7.01B Shares Outstanding 91.5M Float 61.3M Open Q) Do the number of shares of FNSR limit the potential return on investment compared to some others? Thanks for any thoughts. When I was considering FNSR as an investment I'm not sure why, but I choose between them and this company... EMKR Share-Related Items Market Capitalization $1.72B Shares Outstanding 34.0M Float 24.5M emcore.com It may be speculative, but they also have a unit for solid state high intensity LEDs for flashlights, traffic signals, home lighting? But I got interested in them for VCSELs... EMCORE Introduces 850 nm 1x4 and 1x12 Oxide VCSEL Arrays and High Speed Array Photodetectors for Very Short Reach Applications New arrays target high-speed communication markets including OC-192, OC-768 and InfinibandSM August 3, 2000 EMCORE Corporation (NASDAQ:EMKR) today announced the availability of its first 850 nm 1x4 and 1x12 Oxide Vertical Cavity Surface Emitting Laser (VCSEL) arrays and its high speed gallium arsenide (GaAs) photodetector arrays, capable of data rates up to 3.125 Gbps. EMCORE's Optical Device Division in Albuquerque, NM has designed the new VCSEL arrays and photodetector arrays specifically to serve the emerging requirements for short-reach optical interconnects in telecommunications modules and computing systems. It is anticipated that these components will serve as the optical links in a new family of array transceivers. As Internet traffic continues to grow more bandwidth is needed to carry the data. VCSEL arrays and photodetector arrays are ideal for providing high speed optical interconnects between switches routing Internet and electronic data. VCSEL arrays and photodetector arrays are also ideal for providing high speed cost effective links to enable faster data transmission without increasing the size of the switch. Optical arrays are instrumental in developing optical backplanes for high speed computers and are part of the emerging InfinbandSM standard. The total available market for array transceivers is expected to be more than $1 billion by 2003, according to ElectroniCast Corporation. JDSU may be interested if it works ok.... Message 14823809 Perhaps CSCO is already using this thing in short haul use... Cisco Systems, CIENA First to Demonstrate OC-192 Very Short Reach Optics Capabilities 10Gbps Interoperability Tested Between Cisco 12000 Core Routing Platform and CIENA CoreDirector Intelligent Optical Core Switch SAN JOSE, Calif. & LINTHICUM, Md.--(BUSINESS WIRE)--Dec. 8, 2000-- Cisco Systems, Inc., the worldwide leader in networking for the Internet, and CIENA Corp. (NASDAQ:CIEN - news), a global leader in intelligent optical networking systems, today announced the first successful interoperability test of 10Gbps Very Short Reach (VSR) optics. EMKR thread of SI... Subject 13525 I'm not saying they are without detractors or that they are better than FNSR. Will they come to be a competitor of FNSR around the time Iband ramps? Looks like it? worth putting on the ol radar screen.. Walter J., of the A/Q thread has followed them longer than I.