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To: pat mudge who wrote (2335)	8/26/2001 12:05:33 AM
From: Kent Rattey	Respond to of 3294

I agree that 40 gig will start to deploy sometime around the end of “02”. AVNX has 200 million in cash. Current burn rate is 5 to 10 million a quarter (6.9 last quarter). Nice new pipeline: PowerMuxNG, trials later this year, and the PowerShaper dispersion management processor, is being readied for use in 10-Gbit/s applications, trials in December. New PowerMux NxG The PowerMux NxG(TM) Wavelength Channel Processor is a significant upgrade on Avanex's flagship PowerMux(TM) solution, providing high performance multiplexing and demultiplexing functions at a lower cost per channel. Intended for next-generation metro and long-haul networks, the PowerMux NxG(TM) operates with low insertion loss, high channel isolation and low dispersion. Its elegant design exploits parallel wavelength processing without an additional thermal stabilization device. Functionally, the PowerMux NxG(TM) integrates a newer, smaller and higher- performing version of Avanex's industry-leading PowerMux(TM) Periodic Wavelength Processor with proprietary holographic grating technology from Avanex's Hudson Development Center. This combination forms a highly scalable platform that enables multiplexing and demultiplexing of virtually any channel spacing, any bit rate and any channel count ... Scalability of the newest Avanex processor translates to a low cost per channel that makes the PowerMux NxG(TM) particularly attractive for price-sensitive metro deployments. Customer evaluation units of the PowerMux NxG(TM) are expected to be available by the end of the year for system-level testing. From ML: "PowerMux is one of the leading interleaver based muxes that can get to 160 channels (wavelengths) across the C and L bands. This is one of the first passive subsystems that have enabled companies like Nortel to reach 160 channels. Also shipping is the 176-channel device to Fujitsu." PowerShaper™ Dispersion Management Processors The PowerShaper broadband, fixed and variable chromatic dispersion compensation and dispersion slope compensation processors are designed to correct bandwidth and distance limitations inherent in the transmission of optical signals in conventional optical fibers. Dispersion refers to variations in the speeds of different wavelengths of light as they travel over distance. Dispersion generally limits optical signal transmission to 100 kilometers without signal regeneration. Conventional signal regeneration requires the light be converted to electrical pulses for the signal to be boosted and then reconverted to light before being forwarded--a significant roadblock on the Information Highway. The PowerShaper is designed to restore the integrity of the light signals, allowing signals to be transmitted significant distances without electrical regeneration. With DWDM providing more and more channels within a single fiber, the PowerShaper prevents signals from mixing and corrupting transmission data over the long haul. Cisco ONS 15454 cisco.com

To: pat mudge who wrote (2335)	8/28/2001 2:29:24 PM
From: DukeCrow	Read Replies (1) \| Respond to of 3294

<< A company can have the best technology in the world but without a market they might as well be selling purple dye. >> Good point. I think AVNX has enough cash to get by for a while. The question is when will carriers and equipment makers need their products. And when will AVNX get to FCF positive. Personally, I'd start thinking about investing in AVNX if it traded down to its cash value, or if there were signs that it was back on a path to profitability.