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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (8682)	9/7/2000 2:20:54 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Stitch, <<Yes, I should have stuck to my guns. >> Very short term, maybe but RDRT is getting into a highly competitive field (I Assume). They must be looking at producing DWDM thin film filters. Corning ( corning.com ), Lucent ( news.fibers.org ), JDS Uniphase and E-Tek ( usdoj.gov -- court filing-- interesting reading) and just about every garage start-up around. << It is a difficult and time consuming process to develop the capability of producing thin film filters cost effectively. Vacuum coating chambers and sophisticated optical monitoring systems to control the thin film deposition process must either be designed and constructed internally or be acquired from commercial vendors of such equipment. Once coating chambers are installed, a potentially lengthy trial and error development process is needed to approach the manufacturing yields of the leading incumbents. In addition to these limitations on the supply of thin film filters, there are further obstacles to timely and sufficient new entry as a supplier of DWDMs. These obstacles include the need to design a DWDM that can be produced cost effectively in commercial volume and that meets specifications and is acceptable to customers for use in fiber optic communications networks. Customers commonly require rigorous and extensive testing over a substantial period of time before previously untested DWDMs are qualified and accepted for use in such networks. These obstacles are less significant for fringe firms already producing DWDMs. >> Let the excitement die down, look at it again and see if there is a short opportunity. Interesting story, Paul

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