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To: Kenneth E. Phillipps who wrote (10503)2/26/2001 9:32:41 PM
From: Kenneth E. Phillipps  Respond to of 12623
 
Another optical switch to be delivered in April

Agere's 3D MEMS Switch "Not First"

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Agere Systems, the components spinoff of Lucent Technologies Inc. (NYSE: LU - message board), today claimed a “first” in optical switching subsystems. The big question is whether it will stay first for very long.

Here’s the score. Agere reckons it will be the first to produce a 64x64 port switching subsystem based on 3-dimensional
micro-electro-mechanical systems (MEMS) in a production line environment (see Agere Unveils MEMS Optical Switch Bit ).

It plans to demonstrate a prototype at the upcoming Optical Fiber Communications (OFC) conference in March, ship samples to
selected customers in the second quarter and deliver “production quantities” in the third quarter.

The demo at OFC is quite a big deal if Agere manages to pull it off, because previous demos of large scale 3D MEMS switches at trade shows haven’t lived up to their billing in terms of the numbers of ports actually carrying traffic (see Xros's OFC Splash Was
All Wet for instance).

However, plenty of other vendors are also developing 3D MEMS switching subsystems and at least one of them, OMM Inc., is
hoping to beat Agere out of the gate.

“It’s our intention to deliver a 3D product as early as April this year,” says Conrad Burke, OMM’s senior VP of marketing and
sales. The subsystem will be in the form of a “pay as you grow” rack which will accommodate modules. “The intention is deliver a
64x64 configuration first,” Burke adds.

OMM is probably in a better position than Agere to convince customers to buy its 3D system. “We’ve already got very significant
customer commitment,” notes Burke, pointing to strategic partnerships with Alcatel SA (NYSE: ALA - message board; Paris:
CGEP:PA), Corvis Corp. (Nasdaq: CORV - message board), Siemens AG (Frankfurt: SIE - message board) and Sycamore
Networks Inc. (Nasdaq: SCMR - message board).

-- Peter Heywood, international editor, Light Reading lightreading.com

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