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To: J Fieb who wrote (2557)	1/19/2001 1:12:24 AM
From: Joe Wagner	Read Replies (1) \| Respond to of 4808

J.Fieb, EMKR looks like a good one. Good job on posting as usual. It's good to see this thread come alive as the market starts it's rebound. I find this thread the most interesting along with the Q-Logic thread. I think this thread has been dead on, with many of it's observations. Reading some of the articles posted here today, shows this thread has been extremely accurate in predicting the direction of networking. The one in particular about DWDM and Fibre Channel Directors was great. That's what we have been saying the future is for some time. Cheers Joe

To: J Fieb who wrote (2557)	2/14/2001 7:28:53 PM
From: J Fieb	Respond to of 4808

FNSR has been pounded by the EMLX hammer pretty hard now. Regular readers will know that I sometimes mention EMKR. Had time to do some reading and found this snippet.... From EMKR cc... VSCEL Technology. The fiber optic business, which includes the VCSEL-based technology, grew 188% sequentially and 184% year-over-year to $2.5 million. Growth is expected to continue at these levels for the next two quarters. For the first time this quarter, the fiber optic business was profitable. The company is seeing demand accelerate ahead of schedule. Corning, Finisar, JDSU, Agilent and others are sampling Emcore™s VCSEL products. The additional R&D investment has accelerated time to market for new products and manufacturing ramp ups. Emcore is experiencing significant yield improvements for VCSEL-based technologies. Margins for these products are north of 50%. We belive Emcore is the dominante player in the parallel optical market. During the quarter, Agilent represented 10% of revenue from fiber optics. Message 15350152