SI
SI
discoversearch

   Technology StocksKVH Industries, Inc.


Previous 10 Next 10 
To: robert b furman who wrote (1107)3/30/2002 8:54:50 AM
From: robert b furman
   of 6947
 
Hi Sector,

Sure would be nice if this MAS would be designed to implement an "active fiber" 40 Gb/s KVHI Modulator???

Message 17263478

Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (1108)3/30/2002 9:40:21 AM
From: Sector Investor
   of 6947
 
You mean "MSA"?

<<The companies will develop PIN RECEIVERS with differential coplanar outputs for use in 40-Gbps fiber-optic applications.>>

This joint agreement is aimed at developing 40Gbps RECEIVERS, not TRANSMITTERS, of which modulators are a part.

JDSU already has a 40Gbps modulator, but is Lithium Niobate based based, will be higher priced, and has lesser specs.

jdsu.com


Since receivers are NOT among the products KVH intends to make, and since you have to have both 40Gbps receivers AND transmitters, anything that speeds up the missing pieces for 40Gpbs transmission is good news for KVH.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sector Investor who wrote (1109)3/30/2002 9:42:57 AM
From: robert b furman
   of 6947
 
Hi Sector,

I'm under the impression that a modulator is needed on both sides: receiving and transmitting???

Good to hear from you.

Bob

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: robert b furman who wrote (1110)3/30/2002 10:17:54 AM
From: Sector Investor
   of 6947
 
Yes - if you want to send data both ways. But you also need a receiver on both sides.

Ah, I see your problem!

If data were ONLY being sent one way you would only need a modulator on the transmitting end. If the two ends are say, New York and Chicago, you DO want to send data both ways, so you DO need a transceiver (transmitter+receiver) at both ends. The modulator is only used for transmission.

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Sector Investor who wrote (1111)3/30/2002 10:41:34 AM
From: robert b furman
   of 6947
 
Hi Sector,

I'm not sure on this,but does their reference to coplanar mean there is no chance of active fiber being implemented??

Just hoping that 30-40 % growth gets bumped up with some of the new projects.

Bob

P.S. pretty rough crowd over on Yahoo - don't know how you stand the abusive games played.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sector Investor who wrote (1111)3/30/2002 10:42:30 AM
From: Sector Investor
   of 6947
 
Bob, I posted the specs on JDSU's modulator. Compare them to KVH's preliminary specs from last year.

jdsu.com

JDSU has higher insertion loss of 5.5db to KVH's 4db (lower loss is better)
JDSU has lower extinction ratio of 20db to KVH's 23db (higher is better - both are ggod numbers though)
JDSU has lower S21 bandwidth of 30GHz to KVH's 50GHz (obviously higher is better)
JDSU drive voltage is 6V DC to KVH's 3V DC

The voltage may be the most important difference, but taken together, KVH's modulator is much more attractive. KVH's should also sell for less (lower costs anyway).

Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: robert b furman who wrote (1112)3/30/2002 10:56:27 AM
From: Sector Investor
   of 6947
 
<<P.S. pretty rough crowd over on Yahoo - don't know how you stand the abusive games played>>

Bob, it's mostly just noise. Subtracting all the noise to find the information there is the hard part. Only a few posters like Kaka, sjjahn, duffeck, timbuchlightnin, and a few others post information. The rest post intentional noise to confuse and drive people away from collecting information

Share RecommendKeepReplyMark as Last Read


To: Sector Investor who wrote (1113)3/30/2002 10:57:52 AM
From: robert b furman
   of 6947
 
Hi Sector'

As always excellent analysis.

Must be this announcement is to be an interim step.

The more advances towards establishing 40Gbps as the norm -
the larger the market for Kvhi's better modulator to fill into.

Thanks Bob

Bob

Share RecommendKeepReplyMark as Last Read


To: Sector Investor who wrote (1113)3/30/2002 11:07:35 AM
From: Sector Investor
   of 6947
 
I posted the wrong link for KVH's modulator specs.

photonicfiber.com

Share RecommendKeepReplyMark as Last Read


To: david james who started this subject4/1/2002 4:22:49 PM
From: Roy F
   of 6947
 
biz.yahoo.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10 

Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.