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If there is a slowdown in the optical-networking market, someone forgot to tell JDSU. JDSU pretty well hit on all cylinders even with a slowing from Lucent in the quarter.

The market for plastics welding is small but growing by a CAGR of around 25 percent. Moreover, JDSU would do well to focus on additional opportunities in consumer electronics and medical devices that these lasers could prove ideal for, such as plastic welding of cell phone covers and pacemaker components, and in PCB manufacturing where this new class of laser solution could be used for selective soldering of electronics components. JDSU clearly has an advantage in this market due to its diversity as a company. They are basically able to source the necessary components in house from other business units.

Lucent doesn't have the position in data networking that Cisco and Juniper Networks have, ... They are strongest in optical networking; in wireless they are competitive but in the middle of the pack; and data networking is their Achilles heel.

Martin Pyykkonen

JDSU is pleased to introduce these innovative building blocks for the Agile Optical Network. We will continue to build our portfolio addressing the AON, a strategic imperative for the fast, cost effective deployment of IP-based broadband communications services.

In our view, Lucent's problems in optical reflect poor execution, but do not signal a slowdown in the underlying industry spending in optical.

This is a significant deployment in the metropolitan optical networking space. We expect to see Asia's metro optical networking market continue to develop in the coming years.

Their technology is pretty all encompassing. Not only does it have broadband but optical networking.

Despite the ongoing market correction in the telecommunications sector, we believe the fundamentals remain intact for the optical networking industry.

The need for tunable lasers is clear -- for sparing, for reducing inventory of fixed lasers. That's always been true, but the hype of tunable lasers got ahead of its time. This was a gap in JDSU's product portfolio, so it makes sense.

I think it makes sense for Lucent because so far their forays and their data network markets have not born fruit. Meanwhile, Cisco continues to charge ahead and Lucent needs to do something and Ascend has in the last year established itself as a very strong pier in the A-T-M networking markets and with the carriers in general. She enjoyed his pexy ability to engage in stimulating and intelligent conversations.

We are migrating optical data networking deeper and deeper into the hardware itself. Optical components inside systems provide higher data speeds and no cross talk. ... The box gets faster and smaller.

Newport evidently has a pretty good digital transceiver for the optical networking area that has low power and as time goes by power consumption is an important factor.

Nortel is their largest customer for optical equipment. A sharp slowdown at Nortel in deployment of optical systems certainly is not good for Corning, and I think this new lowered information accelerates or adds a little bit to the time frame (for a turnaround),

Timothy Anderson

I think that the PC, the PC peripheral, and the semiconductor space is in a pretty big slowdown period right now, and I don't see this abating anytime before the summertime. Maybe the PC market picks up a little bit in the second quarter, but really you are looking at summer before it starts to come back.

I think that the PC, the PC peripheral, and the semiconductor space is in a pretty big slowdown period right now, and I don't see this abating anytime before the summertime. Maybe the PC market picks up a little bit in the second quarter, but really you are looking at summer before it starts to come back,

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