| To: Secret_Agent_Man who wrote (54) | 8/13/2000 9:23:05 PM | | From: Secret_Agent_Man | | | | All The LATEST Stratos NEW PRODUCT-News is Here
stratoslightwave.com
Optical Transceivers
Stratos Lightwave LLC is a market leader in high data rate
optical subsystems, offering superior optical transmission line
performance with industry leading EMI characteristics. Stratos
was one of the first to offer 1Gbps 1x9 VCSEL transceivers,
2xFibre Channel SFF transceivers, Small Form Factor Pluggable
transceivers, and Telecordia (Bellcore)-compliant 1x9
gigabit-speed transceivers.
Stratos Lightwave LLC is a subsidiary of Stratos Lightwave, Inc.
Stratos Lightwave introduces family of
ATM OC-48 2.488Gbps (2.5 gigabit) small
form factor optical transceivers
Stratos Lightwave introduces family of
ATM OC-48 2.488Gbps (2.5 gigabit) small
form factor optical transceivers
Stratos Lightwave LLC
announces the availability of its
new line of small form factor
(SFF) optical transceivers for
ATM OC-48 applications.
Stratos offers these ATM OC-48 SFF transceivers in
response to the growing demand for high data rate
products in the expanding Metropolitan and Wide
Area Networking markets. Running at data rates up
to 2.488Gbps, these transceivers are
high-performance integrated duplex data links for
bi-directional communication over multimode or
single mode optical fiber. These devices are
compatible with the industry-standard LC fiber optic
interface, and offer double the port density of
conventional SC optical transceivers.
Stratos ATM OC-48 transceivers are available in four
different versions: One for 850 nm multimode
applications, and three for 1300nm single-mode
applications. The 850 nm version uses a low-cost
VCSEL (vertical cavity surface-emitting laser) to
deliver cost-effective performance at data rates up to
2.488Gbps. The three 1300nm versions all provide
high-reliability communication over single-mode
optical fiber which meets or exceeds existing ATM
OC-48 requirements. The three different 1300nm
version are rated at maximum transmission distances
of 2km, 10km, and 20km.
Stratos SFF OC-48 transceivers feature TTL signal
detect output and transmitter disable input. Their
low-profile enclosures fit mezzanine card systems,
and they are wave solderable and aqueous
washable. Operation is from a single +3.3-volt power
supply. These transceivers also meet all applicable
safety certifications including Class 1 Laser Safety
Compliance, UL 1950, IEC-825-1, and compliance
with FDA Radiation Performance Standards, 21 CFR
Subchapter J.
Stratos Lightwave 1X9 Optical
Transceivers Telecordia compliant and
TUV/UL/CSA certified
Stratos Lightwave 1X9 Optical
Transceivers Telecordia compliant and
TUV/UL/CSA certified
Stratos Lightwave LLC
announces that their 1x9 optical
transceivers are compliant with
Telecordia (Bellcore) GR-468
specifications, as well as
certified to TUV, UL, and CSA
standards. The Telecordia
standard tests optoelectronic devices for reliability
under extreme conditions such as Mechanical Shock,
Vibration, Thermal Shock, Accelerated Aging,
Temperature Cycling, High and Low Temperatures,
Damp Heat, Internal Moisture Resistance and
Electrostatic Discharge. Compliance with these
standards is necessary in many telecommunications
applications and is an important benefit in
mission-critical networks where high quality and
reliability are key factors.
Over the last few years Gigabit Ethernet and Fibre
Channel standards have made up the fastest growing
portion of the Metropolitan and Wide Area
Networking (MAN and WAN) markets, as the low cost
and high interoperability of Enterprise Networks have
extended their capabilities to metropolitan distances.
Stratos Lightwave is one of the first to offer Gigabit
Ethernet and Fibre Channel 1x9 transceivers that
comply with the industry quality standards typically
used in MAN and WAN applications, and in some
cases, required for compatibility with existing
networks.
Stratos 1x9s are available with maximum data rates
of 1.062Gbaud/s, 1.25Gbaud/s, and 2.125GBaud/s,
in a selection of short- and long-wavelength versions.
Short-wavelength versions operate at 850 nm and
use a Vertical Cavity Surface-Emitting Laser
(VCSEL) to provide both high performance and low
cost, and are available with various data transfer
rates up to 1.25 GBaud. The long-wavelength
versions operate at 1300 nm, and are designed for
intermediate and long-reach data links at transfer
rates up to 155 MBaud.
Stratos 1x9s are packaged in wave-solderable,
industry-standard 9.8-mm high enclosures that are
compatible with mezzanine card systems, and are
furnished with a duplex SC fiber optic connector. All
Stratos Lightwave optical transceivers are Class 1
laser products that comply with FDA radiation
Performance Standard US 21 CFR Subchapter J,
achieving AEL Class 1, FDA/CDRH performance.
They are certified to TUV standards EN-60950,
EN-60825-1, and EN-60825-2, under certificate
B990226521002, and to UL/CSA Sub Clause 2.9,
under file E128579, Project 95NK9037.
Stratos Lightwave introduces new line of
removable optical transceivers with
increased port density and all-metal
housing
Stratos Lightwave LLC
introduces its new family of
Small Form-factor Pluggable
(SFP) Optical Transceivers. This
new line of miniaturized optical
transceivers addresses the high
demand for increased port
density in optical networking infrastructure
equipment by delivering twice the port density of
current industry standard removable transceivers.
The Stratos SFP module features an all-metal
housing for industry-leading emissions and thermal
management performance, and is the first all-metal
housing SFP module available on the market.
Versions are now available for 1.0625GB/s and
2.125 GB/s Fibre Channel, 1.25GB/s Gigabit
Ethernet, and 2.488GB/s ATM OC-48 applications.
The Stratos SFP family provides the flexibility and
upgradability of a hot-pluggable removable module,
and adheres to the latest Multi-Source Agreement
(MSA) standards document, insuring
interchangeability with all MSA compatible
equipment. Hot-pluggable removable transceiver
modules can be removed from a system while it is
fully operational, greatly facilitating reconfiguration
and field service operations in mission critical
networking and telecommunications applications
Stratos SFP transceivers use the popular LC fiber
optic interface, and Stratos is a founding member of
the LC Alliance (www.lcalliance.com). Stratos is
committed to the support and development of the LC
fiber optic interface, and has been a leader in
bringing LC-based transceivers to market.
Samples of all four versions of Stratos' SFP
transceivers--1.0625 and 2.125 GB/s Fibre Channel,
1.25GB/s Ethernet, and 2.488GB/s ATM OC-48--are
available now. Stratos also announces the
availability a SFP cage rail system and card-edge
connector that supports all MSA compatible SFP
transceivers. Stratos offers a full OEM solution for
SFP transceivers, and also provides a full line of LC
compatible components, accessories and cable
assemblies.
Stratos Lightwave introduces
double-speed transceivers for 2.125
Gbaud/Sec Fibre Channel applications
Stratos Lightwave announces
the availability of new
double-speed Fibre Channel
versions of its family of optical
transceivers. Designed for
operation at 2.125 Gbaud/sec,
these products enable high-speed data
communication at double the rate of conventional
1.0625 Gbaud/sec transceivers.
Stratos Lightwave's double-speed optical
transceivers are available in four different form factor
package styles: A 1x9 optical transceiver housed in a
wave-solderable, 9.8mm-high package compatible
with mezzanine card systems; a hot-pluggable
Gigabit Interface Converter (GBIC) for SC fiber optic
connector; a Small Form Factor (SFF) transceiver for
LC fiber optic connector; and a Media Interface
Adapter (MIA) extender.
All of Stratos Lightwave's 2.125GBaud Optical
Transceivers are available now. The 1x9 is priced
under $150 each in quantities of 1,000. The GBIC is
priced under $200 each in quantities of 1,000. The
Small Form Factor GBIC is priced under $170 each
in quantities of 1,000. And the MIA extender is priced
under $250 each in quantities of 1,000.
Optical Fiber Products
Stratos Lightwave Releases the Quantum
QX™ Fiber Optic Backplane Connectivity
System
Stratos Lightwave announces
the availability of the next
generation in its family of
multiple fiber connectivity
solutions. The QUANTUM
QX™ fiber optic backplane
connectivity system offers
high-density connectivity in backplane applications
such as telecom and datacom networking and
switching equipment, add-drop multiplexers, and
high bandwidth data networking equipment. Stratos
Lightwave's QUANTUM QX connectors and
assemblies are completely compatible with other
AMP LIGHTRAY® MPX-style solutions and are
available for immediate delivery.
Stratos Lightwave QUANTUM QX connectors and
cable assemblies are designed to meet network
equipment manufacturers' growing needs for
high-density connectivity in the backplane, and are
manufactured to meet the requirements of industry
specifications including GR-1435-CORE. Typical
insertion loss for the QX connectors is 0.40 dB per
mated pair.
"Stratos Lightwave has specific expertise in the
production of multi-fiber connectors and assemblies.
That expertise allows us to consistently produce
innovative and high-quality fiber optic solutions for a
variety of applications", said John Kalusa marketing
manager for Stratos Lightwave. "The Quantum QX
backplane system is representative of Stratos
Lightwave's ability to bring the latest in fiber optic
connectivity solutions to designers to incorporate into
their networking equipment," Kalusa added.
Stratos Lightwave's QUANTUM QX system uses a
convenient SC-style push-pull engagement
mechanism making it very easy to insert the
connector into the housing or coupling adapter and
remove it. Additionally, connectors are polarized to
ensure proper connector orientation during mating.
The QUANTUM QX backplane connectivity system
offers maximum flexibility and features a multi-fiber
array connector that holds from 1-12 fibers in a
single thermo-polymer ferrule. This flexibility in
design makes the QUANTUM QX system ideal for
customized requirements.
Stratos Lightwave Announces Availability
of LC Loopback Test Assemblies
Stratos Lightwave Fiber Optic
Products announces the
availability of loopback test
assemblies based on the LC
interface. These assemblies
are used to test the
transmission capability and receiver sensitivity of
network equipment, providing a straightforward
"go/no-go" test result.
Stratos Lightwave's LC loopback features a unique
compact housing which is easy to handle and which
does not have the external loop of fiber optic cable
typical of other loopback connectors. This makes
Stratos Lightwave's loopback assembly more reliable
as there is no exposed cable to become snagged,
twisted, or broken.
Stratos Lightwave LC loopbacks are available in
singlemode, 50/125 multi-mode, and 62.5/125
multi-mode versions. The product is manufactured in
Stratos Lightwave's ISO 9001-certified facility.
LC loopback test assemblies are the latest addition
to Stratos Lightwave's growing family of LC products.
Stratos Lightwave is firmly committed to the LC form
factor, and is a charter member of the LC Alliance, a
group of industry leaders including Lucent,
Sumitomo, and MRV, all of whom support the LC
form factor.
"The LC interface is increasingly becoming the small
form factor of choice, and our new LC loopbacks are
a natural extension of our already-large family of LC
products," says Ken Marchman, General Manager of
Stratos Lightwave's Fiber Optics Division. "We
believe that the robust performance of the LC design
allows the connectors to be used in a wide variety of
applications," Marchman continues.
LC Form Factor Simplex Adapters
Announced by Stratos Lightwave
Stratos Lightwave announces
the availability of simplex
adapters for fiber optic cable
assemblies terminated with LC
connectors. Simplex adapters
allow two simplex cable
assemblies to be plugged into each other, and are
essential basic building blocks for fiber optic
networks. Stratos Lightwave is offering versions for
both singlemode and multi-mode applications.
"These products have been developed in response
to repeated customer requests for LC-based
adapters. It's another sign of how quickly the LC has
become well-accepted in the fiber optic community,"
states John Kalusa, Marketing Manager for Stratos
Lightwave.
"We are highly committed to the LC form factor,"
adds Ken Marchman, General Manager of Stratos
Lightwave's Fiber Optics Division, "and these
adapters are another addition to our growing family
of LC products."
Stratos Lightwave is a charter member of the LC
Alliance, a group of industry leaders including Lucent
and Sumitomo, all of whom support the LC form
factor.
Stratos Lightwave LC simplex adapters are available
from stock for immediate delivery. For additional
information or pricing on these products contact
Stratos Lightwave Fiber Optic Products, Sales
Department, 7444 W. Wilson Av, Chicago, IL 60706
USA. Phone:708.867.9600. FAX: 708.867.9621.
fopinfo@stratoslightwave.com
cheers |
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| To: KENNETH DOAN who started this subject | 8/14/2000 3:37:06 PM | | From: Red Dragon | | | | To ALL:Proposal to close this thread and consolidate over to original thread.
There are 2 threads for STLW. The original one was started several weeks before this one, and has 5X more postings. It probably makes sense to close down this thread and have all further discussions on that thread. That way, people don't have to double post, and we don't have to read 2 threads saying essentially the same thing. Also, this particular thread is under the category "IPO" and eventually, that category will not be appropriate for STLW
Hope this is reasonable for everyone. Here's the link to the original thread on STLW:
Subject 34833 |
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| To: KENNETH DOAN who started this subject | 8/14/2000 10:00:40 PM | | From: Secret_Agent_Man | | | | From the METHA annual Report!:In May of 2000 Methode formed a subsidiary
company composed of its optical subsystem and
related optical component business units. The
new company, Stratos Lightwave, Inc.,
was formed to focus on optical technology for
fiber optic communications, and to better
address the rapidly growing networking and
telecommunications markets.
Leading edge
products and custom
optical assemblies require
highly skilled and flexible
manufacturing organizations
that can respond to fast
ramp-up production
demands.
Original Equipment Manufacturers
(OEMs) of networking infrastructure
systems face accelerating new
product design times as a
prerequisite to remain competitive.
Increasing data traffic, more users,
and more complex networks have
made faster data rates, increased port
density and advanced product
features basic requirements for
market acceptance. As a result, OEMs
increasingly rely on highly integrated
subsystem suppliers to rapidly
develop major elements of their
systems, allowing them to better
focus on their core competencies in
overall product design, marketing
and distribution.
Stratos Lightwave produces a
broad range of optical transceivers
for use in local area networks
(LANs), storage area networks
(SANs), metropolitan area networks
(MANs), wide area networks (WANs),
and central office networking in the
telecommunication markets. Our
optical subsystems are compatible
with the advanced transmission
protocols used in these networks,
including Gigabit Ethernet, Fast
Ethernet, Fibre Channel, and
asynchronous transfer mode (ATM).
Stratos provides a full line of
fiber optic components and cable
assemblies, and special termination
services for advanced optical
applications.
Stratos Lightwave provides key
advantages that shorten OEMs’
product development times and
add valuable technical features:
HIGH-PERFORMANCE
Stratos products provide industry
leading optical line transmission
performance with specific attention
to standards compliance and
interoperability. Our gigabit speed
optical transceivers are engineered
using advanced packaging which
allows us to deliver some of the
industry’s lowest radiated
electromagnetic interference (EMI)
solutions. Stratos is also one of
a few companies with the complete
spectrum of optical expertise that
provides the end-to-end optical
precision required for the most
demanding applications.
The demand for Bandwidth, the measure of data
throughput, is projected to triple on an annual basis,
exceeding even the exceptional growth rate of the computer
microprocessor. The Internet, high-speed DSL modems,
wireless communications, long distance
telecommunications, and extended computer networks
have one thing in common — all rely on a vast fabric of
optical technology for their high bandwidth requirements.
Behind the scenes, “backbone” fiber optic connections
have mostly displaced traditional electronic based signal
technology, except in the highly visible “last mile”, where
communications directly interface with the consumer. This
wholesale replacement is primarily based on one technical
fact: the distance an electronic signal can economically be
propagated directly
decreases as the data
rate increases — the
faster the speed, the
shorter the distance. The
increasing amount of data
and distance requirements of
modern communications makes
optical technology the only practical
solution. Gigabit per second electronic signals
are currently limited to about 100 meters, while
optical technology at equivalent data rates
can be economically employed to over
20,000 meters.
THE STRATOS ADVANTAGE
BROAD PRODUCT LINE
Our broad line of optical subsystems
and components are available in a
variety of fiber optic interfaces,
support a wide range of data rates,
protocols, wavelengths, modes and
transmission distances, and have
applications in the Enterprise, MAN,
WAN and Telecommunication
markets. In fiscal 2000 Stratos
introduced a large number of
new products, representing both
improvements to existing designs
as well as products addressing
incremental new markets:
Fiber Optics is a key technology
enabling the Communications Age.
• High Data Rate 2x Fibre
Channel and 2.488 Gbps Optical
Transceivers — Stratos was one of
the first to provide these data rate
versions in a number of form factors
and wavelengths. Combined with
our industry-leading optical line
transmission performance, low EMI,
and fast production ramp-up
capability, Stratos has continually
provided a time-to-market advantage
to leading-edge optical equipment
manufacturers.
• Small Form Factor and
Small Form Factor Pluggable
Optical Transceivers — Based on the
compact LC fiber optic connector,
these new form factors provide
twice the port density over standard
transceivers — an important benefit
in the crowded equipment spaces
of today’s networking and telecom
environment.
Advanced Optical Termination —
In high performance applications,
such as long-distance
telecommunications, the transmission
of higher data rates over very long
distances has pushed the limits
of signal integrity. Even small
differences in optical signal loss
due to the quality of individual
connections can substantially reduce
the distance over which optical
signals can reliably be sent.
Stratos’ complete range of optical
proficiencies gives us the precise
termination and device matching
capability for the very highest
levels of optical performance.
distances. Stratos
Lightwave is one of the
first to offer Gigabit
Ethernet and Fibre
Channel transceivers
that comply with the
telecommunications
industry’s quality
standards typically
used in MAN and
WAN applications.
• Miniaturized Single and
Multiport Optical
Transceiver Modules —
Highly integrated transceiver
modules maximize design real
estate and cost efficiencies.
• Small Form Factor LC and
MT-RJ Fiber Optic Connectivity —
These new compact higher density
fiber optic interfaces represent the
fastest growing segment of the fiber
optic interface market.
• Quantum QX Backplane
Connectivity — Fiber optic
backplane connectors replace
electronic interconnections inside
many high-performance systems,
such as high speed data networking
and telecommunications switching
equipment, and solve many of the
heat, space, distance and
electromagnetic interference
problems associated with
electronic based wiring.
• 3.3 volt Optical Transceivers —
New, lower voltage versions address
advanced circuit board design trends,
reducing electromagnetic and thermal
emissions.
•
Telecordia (Bellcore) Compliant
Transceivers — Recently, Gigabit
Ethernet and Fibre Channel standards
have made up the fastest growing
portion of the MAN and WAN
markets, as the low cost and high
interoperability of Gigabit Ethernet
and Fibre Channel have extended
their capabilities to metropolitan
International Data
Corporation, a marketing
research firm, projects
that the demand for
Fibre Channel switch
ports will grow from
25,800 in 1998 to
2,551,300 by 2002,
a 215% compound
annual growth rate.
INTEGRATED DESIGN
AND MANUFACTURING
Our in-house design,
engineering and manufacturing
personnel have extensive experience
in electronics, optical systems and
electro-mechanical packaging,
enabling us to produce high-performance
optical subsystems and
components with shortened product
design cycles and faster times to
market. Our advanced technical
capabilities in miniaturization and
integration allow us to design
products with higher port density
and smaller packaging, and allow
us to rapidly scale our production
to deliver high volumes of
these products.
RELIABILITY
Stratos’ unique in-house integrated
design, engineering and manufacturing
allows us to take a complete
approach to reliability. Our optical
subsystems undergo rigorous
verification and qualification testing
before designs are released to
production. Extensive design
validation testing, on-going
accelerated life testing, and 100%
thermal stress screening ensures the
Compound
semiconductor epitaxy
provides key optoelectronic
components such as VCSELs
and detectors.
Dell’Oro Group Inc., a
market research firm,
forecasts that the
demand for Gigabit
Ethernet switch ports
will grow from 219,700
in 1998 to 17.4 million
in 2002, a 198%
compound annual
growth rate.
consistent reliability of our optical
subsystems throughout their life
cycles. Our control over testing
throughout the complete design and
manufacturing process results in
greater reliability and higher
performance for our products.
As bandwidth technology expands
towards 10 gigabits per second and
beyond, Stratos Lightwave is well
positioned at the technical forefront
of the fiber optic revolution. Stratos
Lightwave has the entrepreneurial
spirit, the culture of innovation, the
customer and quality focus, and the
practical manufacturing experience
that are required for success.
Precise
optical alignment
of the transmitting laser
to the fiber optic core is
a key requirement for
reliability at high speed
data rates.
the end
may be a bit jumbled but, this is available from the METHA annual report on their website via PDF files...and adobe |
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| To: Secret_Agent_Man who wrote (59) | 8/17/2000 6:45:11 PM | | From: Secret_Agent_Man | | | | all the news to expect ...last
sunday on the web site...there were about 7 news items
related to new products that I could find that night, now
there are 13 or a total of 10 More product news yet to be
announced...
I would think that they would wait til after the fed, but, I'm no
marketing guru...
Optical Fiber Products
Stratos Lightwave Releases the Quantum
QX™ Fiber Optic Backplane Connectivity
System
Stratos Lightwave Announces Availability
of LC Loopback Test Assemblies
LC Form Factor Simplex Adapters
Announced by Stratos Lightwave
Stratos Lightwave Electronics Announces
Availability of High-Density MT-RJ Fiber
Optic Connector
Stratos Lightwave introduces a complete
family of Small Form Factor LC fiber optic
connectors
stratoslightwave.com
Optical Transceivers
Stratos Lightwave introduces family of ATM
OC-48 2.488Gbps (2.5 gigabit) small form
factor optical transceivers
Stratos Lightwave 1X9 Optical Transceivers
Telecordia compliant and TUV/UL/CSA
certified
Stratos Lightwave introduces new line of
removable optical transceivers with
increased port density and all-metal
housing
Stratos Lightwave introduces double-speed
transceivers for 2.125 Gbaud/Sec Fibre
Channel applications
Stratos Lightwave Introduces Industry's
Broadest Offering of 3.3-Volt Optical
Transceivers
Stratos Lightwave Introduces the Industry's
First Socket for Small Form Factor Optical
Transceivers
Stratos Lightwave Introduces The
Industry's First Family of Pluggable LC
Optical Transceivers
Stratos Lightwave Introduces the Industry's
First Double-Density Dual-Port LC Gigabit
Interface Converter
stratoslightwave.com
Folks, try not to look at what goes on afterhours or how the
stock is trading so much, you'll be healthier and happier,
trust me.....I know...
STLW is IN PLAY and If you could read the tape especially
from this morning you would understand more....not trying to
belittle you by any means, just a heads up call...The stock
will take care of itself barring the world does not come to
an end.....
This game is really for the big boyz, we're just along for the
ride...
cheers |
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| To: Secret_Agent_Man who wrote (60) | 8/20/2000 8:44:05 PM | | From: Secret_Agent_Man | | | | Some interesting comments from Kevin Landis, manager
Firsthand Technology Value
fund was an oxymoron, and, therefore, I couldn't
quite see putting out the $10,000 nut it took to get
into his Technology Value Fund. Little did I
know I couldn't afford not to. Without the benefit of
my money (or my jinx), the fund was up 23.7% in
1998, and an incredible 190.4% in 1999, which
Morningstar ranks as 12th among 61 technology
funds. It gets even better. Landis' five-year return
is, quite simply, the best in the business, with his
Value fund ranking No. 1 on Morningstar.
With such success, Landis had broadened his
team and now has four funds, Firsthand
Communications, Firsthand Technology
Innovators, Firsthand Technology Leaders
and Firsthand e-Commerce. And despite the
breadth of interest in tech stocks, Landis still says
there are vast undiscovered sectors that retail
investors are missing out on.
Kevin Landis: Look at JDS Uniphase
(JDSU:Nasdaq - news), that's a poster child right
now.
TSC: Everybody loves it, they can do no wrong.
They're the clear leader with defensible technology
in a huge, growing market.
Kevin Landis: Right, and people are saying,
"You're an idiot if you don't own JDSU." But wait 'till
they guide numbers down once. Then it'll be, "Look
out below. What are we paying for this thing? Oh
my gosh, do you know how many other people are
in this business?" and so forth.
TSC: Do you own this stock?
Kevin Landis: Back when it was Uniphase we
owned it, but not now.
"The average investor's attitude toward
tech stocks is the picture of
ambivalence, right now."
TSC: But people in tech want to be in optical
networking. I think they buy this because they want
to invest in optics and don't know what else to buy.
It's a proxy.
Kevin Landis: Yes, that's exactly what happens.
Then other names like Corning (GLW:NYSE -
news) come out of the woodwork, and people
realize that that's a proxy, too. That's why those
stocks do well. Let me stress that even though we
don't own JDSU, we are very big on optics.
TSC: So how does the average investor get beyond
the proxies and own some real companies with
more upside?
Kevin Landis: Well, first of all, you have to realize
that just because you've realized that a certain
sector is hot and full of promise, that doesn't mean
you're going to be able to invest in it all you like.
Everyone else has discovered the same stocks that
you have and they've bid them up. Then your
opportunity is just that much smaller.
TSC: Great. Damned if you do, damned if you
didn't. Give me some help here!
Kevin Landis: What we do is we go in there and
we dig and try to find other companies that aren't
quite so famous yet, that are in that game, and
maybe not direct competitors, but maybe working
elsewhere on the supply chain. Up and down the
food chain.
TSC: So you try to get a grand view of the supply
chain, you talk to the companies that are in that
world, and say, "Who else are you buying stuff
from?"
Kevin Landis: Yes, and, "Who do you do business
with?" Usually it's a whole gang of companies. It's
easy to lose sight of that, because the Wall Street
angle is simplistic: "So and so, they do this." That's
your proxy argument. But there's really a whole
collection of companies that get together to get the
finished product out the door.
TSC: But it's not that simple. I can't own stocks, but
I've tried to do this picking stories. I had meetings
with SDL (SDLI:Nasdaq - news), and they twice told
me Kodak (EK:NYSE - news) was an important
partner of theirs. So I called up Kodak and Kodak
has no idea what they're doing in optical networks!
Kevin Landis: [Laughter]
TSC: So I never wrote about Kodak's fabulous
ownership of patents and scientists and technology
in optics, because it seems to me that they don't
know how to use that. So you can't just find parts of
the supply chain -- you have to connect the dots.
Kevin Landis: Right, you've got to do your
homework. I'll give you another one where we don't
own it because I really haven't gotten to know the
company well enough yet, but apparently a lot of
the basic material science is coming out of 3M
(MMM:NYSE - news).
TSC: Really?
Kevin Landis: Yes. There may be a story there,
too. We've got a couple of others we're building
positions in.
TSC: Which means you won't tell me jack.
Kevin Landis: One where we've pretty much
finished our buying, that I can talk about it, is
Finisar (FNSR:Nasdaq - news).
TSC: They took off this week.
Kevin Landis: They make the subassemblies. It
would seem like making subassemblies is no big
deal and that anybody could do it.
TSC: I've tried. It's harder than it looks.
Kevin Landis: [Laughter]
TSC: Seriously, how did you pick Finisar?
Kevin Landis: Think of it this way, Finisar's
supplier list includes JDSU. Their customer list
includes Brocade (BRCD:Nasdaq - news) and
Cisco (CSCO:Nasdaq - news).
TSC: Those are companies that are doing a little
business.
Kevin Landis: Yes. So Finisar is absolutely in that
food chain. Their business is ramping up pretty
much as fast as they can manage the growth. So
that's pretty nice. They're right in that sweet spot.
thestreet.com
I read it this way Kevin Landis: One where we've pretty
much
finished our buying, that I can talk about it, is Finisar
(FNSR:Nasdaq - news).
TSC: They took off this week.{END} edited
STLW make's the subassemblies. It
would seem like making subassemblies is no big
deal and that anybody could do it.
Think of it this way, Stratos's customer list includes
Nortel, Cisco, Alacatel, Agilent and Lucent...
Yes. So Stratos, is absolutely in that
food chain. Their business is ramping up pretty much
as fast as they can manage the growth. So that's
pretty nice. They're right in that sweet spot.
hmmmmmm, I guess that is why STLW said this:``As of the
end of our first quarter
(July, 2000), our backlog increased 88% to $47 million,
from our
ending fourth quarter (April, 2000) backlog of $25 million.
We experienced an 82%
increase in our
optical subsystems backlog and a 104% increase in our
optical components
backlog. This
expansion will allow us to add 50% to our Gigabit-speed
optical subsystems unit
capacity by the
end of October 2000, with a 100% total increase in unit
capacity by end of calendar
2000. The
new space will also provide for a 200% increase in our
optical component
manufacturing and
precision fiber optic termination capacity in our Chicago
facility.''
``In addition to continued demand in our existing SC fiber
optic interface optical
subsystem
business and fiber optic connectivity line, we are now
experiencing strong growth
from new
product lines. Small Form Factor optical subsystems using
the half-size LC fiber
optic interface,
high-density backplane fiber optic connectors, and
precision optical terminations for
telecommunication OEMs are all strong incremental
businesses that have begun to
develop over
the last few quarters.''
``Recent developments in the Metropolitan and Wide Area
Networking markets and
the telecom
application space indicates increased demand for
products in this sector. We
expect that our
recent product announcements will incrementally benefit
from demand in this area.
Stratos
recently announced an ATM SONET OC-48 line of optical
transceivers, Telecordia
(Bellcore)
Standard compliance for our 1x9 SC optical transceivers,
and availability of
miniaturized OC-3
and OC-12 optical transceivers-all products addressing the
MAN, WAN and
Telecom markets.
The addition to the Chicago facility, as well as equipment
investments in our
Florida operation, is
expected to take advantage of this new market demand.
``The expansion to our Chicago campus will support our
efforts to meet our
aggressive growth
plans. Stratos' advanced product development,
industry-leading optical line
transmission and EMI
performance, and responsiveness to our customer's
time-to-market requirements
have earned
our success with the market's leading OEMs. This
increased capacity will help us
meet existing
customer needs and to proactively market new advanced
product offerings, as well
as the more
highly engineered optical solutions that play into the
technical strengths of our
company.''
Stratos Lightwave, Inc. develops, manufactures and sells
optical subsystems and
components
for high data rate networking, data storage, and
telecommunications applications.
These optical
subsystems are used in local area networks (LANs),
storage area networks
(SANs),
metropolitan area networks (MANs), wide area networks
(WANs), and central
office networking
in the telecommunications market. The company also
designs, manufactures, and
sells a full line
of optical components and cable assemblies for use in
these networks.
cheers |
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| To: KENNETH DOAN who started this subject | 8/21/2000 12:05:31 PM | | From: Secret_Agent_Man | | | | LISTEN SI BOZO's THIS is the STLW thread and thus STLW's News can be posted on BOTH STLW threads
Monday August 21, 8:30 am Eastern Time
Press Release
SOURCE: Stratos Lightwave, Inc.
Stratos Lightwave Expands Licensing Program to Include IBM
CHICAGO, Aug. 21 /PRNewswire/ -- Stratos Lightwave, Inc. (Nasdaq:
STLW - news) today announced that it has entered into a licensing
agreement with IBM Corporation. The companies have agreed to
cross-license certain segments of their patent portfolios, including Stratos
Lightwave's patents relating to GBIC (Gigabit Interface Converters) and
SFF (Small Form Factor) transceivers and receptacles, and other
optoelectronic transceiver modules and receptacles. Terms of the
agreement were not disclosed.
``We are very pleased with the progress of our licensing program,'' said
James W. McGinley, Stratos's President and CEO. ``The industry's growing
recognition of our intellectual property is a validation of our engineering
leadership in optical transceivers.'' Cielo Communications, Inc., Fujikura
Ltd., Molex Incorporated and Vixel Corporation have also entered into
license agreements with Stratos. These licenses cover patents relating to
certain technical features of Removable Optoelectronic Modules.
Stratos is a plaintiff in three lawsuits pending against Agilent Technologies,
Finisar Corporation, Hewlett-Packard Company, Infineon Technologies AG,
Optical Communications Products, Inc., and Tyco Electronics involving
related intellectual property rights, including certain technical features of
Removable Optoelectronic Modules.
On August 15, 2000, the U.S. Patent and Trademark Office reissued
Stratos Lightwave's Patent for a Removable Optoelectronic Module (U.S.
Patent Number Re. 36,820). The U.S. patent office has now examined this
patent twice having issued the original patent in 1996. The second
examination of this patent included the review of more than 300 prior art
references. ``We are pleased with the Patent Office's decision to reissue
this patent, which provides additional protection for Stratos optoelectronic
technology,'' stated McGinley.
Stratos Lightwave, Inc. develops, manufactures and sells optical
subsystems and components for high data rate networking, data storage,
and telecommunications applications. These optical subsystems are used
in local area networks (LANs), storage area networks (SANs), metropolitan
area networks (MANs), wide area networks (WANs), and central office
networking in the telecommunications market. The company also designs,
manufactures, and sells a full line of optical components and cable
assemblies for use in these networks. Stratos Lightwave, Inc. is a
subsidiary of Methode Electronics, Inc. (Nasdaq: METHA - news). |
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|
| To: Secret_Agent_Man who wrote (62) | 8/22/2000 12:04:25 AM | | From: Secret_Agent_Man | | | | Some light reading...enjoy
Before you read this series of Articles, ask yourself, one question? Who is STLW's Biggest Customer and why..put today's IBM news into perspective!
forbes.com
forbes.com
forbes.com
forbes.com
forbes.com
forbes.com
the real issue with all these is the fact that it'll be a while before all optical networks come to fruition however, he that holds the patents in critical areas will be Key and the SONET is not nearly as dead as Gilder would have you believe...
forbes.com
Nortel's purchase of XROS, was perhaps the coup de gras...time will tell, I'm just glad STLW has them for their largest customer...wonder why...???
cheers |
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