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To: Jppooky2 who wrote (545)12/8/2007 11:41:18 AM
From: investingNideas  Respond to of 1811
 
The new SEC filing says

"The possible product sequence is: high speed modulators,
moving to components for the all-optical internet, military optical computers, displays and then the "killer" application. Mr. Bennett then presented market size estimates for high speed modulators at $2.65B in 2014, the all-optical Internet as growing to $30B per year and LCDs at a current $63B/yr."

I don't think they will win in the FTTH GPON marketplace because of Enablence has got that covered and they have been buying up the whole supply chain like a large corporation.

The web site still needs to be fixed.



To: Jppooky2 who wrote (545)12/8/2007 11:41:32 AM
From: investingNideas  Respond to of 1811
 
The new SEC filing says

"The possible product sequence is: high speed modulators,
moving to components for the all-optical internet, military optical computers, displays and then the "killer" application. Mr. Bennett then presented market size estimates for high speed modulators at $2.65B in 2014, the all-optical Internet as growing to $30B per year and LCDs at a current $63B/yr."

I don't think they will win in the FTTH GPON marketplace because of Enablence has got that covered and they have been buying up the whole supply chain like a large corporation.

The web site still needs to be fixed.



To: Jppooky2 who wrote (545)12/10/2007 9:52:26 AM
From: Pogeu Mahone  Read Replies (2) | Respond to of 1811
 
Verizon installed FIOS in my home, it took 2 days and three workers, how will TDON do this for $500? btw Verizon picked up the tab.

=====================

The more significant stuff ... they target market of fiber to the home. Basically they figure it will be something that everyone will "have to have". At a cost of about 500 dollars a pop, TDON will be able to make it a reality,