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Posted by Stephen Hardy

As reported by Morgan Keegan's Paul Bonenfant, Opnext President and CEO Harry Bosco yesterday morning told the audience at Cowen and Company's 20/20 TMT Conference in New York that the reason he hasn't executed a previously announced stock buy back is that he's "looking at different things" now that the acquisition price for companies has come down. In particular, he said, he's looking at high-end optics, specifically 40G and 100G module and technology companies. "Some are small and some are fairly significant," he said.

Bonenfant identified Mintera and StrataLight as the two most prominent companies of interest. He believes a StrataLight acquisition is more likely, given the fact that JDSU has invested in Mintera. The fact that StrataLight supplies technology to Nokia Siemens Networks, as does Opnext, doesn't hurt either.

One company that Bonenfant didn't mention that Opnext also might be looking at is CoreOptics. The company is already active in 40G development as well as coherent detection technology for 100G. (See my May 15 blog posting below.) The fact that the OIF has decided to build its 100G DWDM implentation agreement around dual-polarization quadrature phase-shift keying with coherent detection indicates that CoreOptics is moving in the right direction for 100G.

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Blogger Xuelong said...
Why not TeraXion?
Friday, May 30, 2008 10:09:00 PM EDT  

Blogger Light Wave Blog said...
TeraXion would be useful, in that they'd receive tunable optical dispersion compensation technology that could be applied to 40G and 100G. However, Opnext would still be missing the 100G modulation and receiver technology, so TeraXion by itself wouldn't be enough. CoreOptics would give them the dispersion compensation (through MLSE-2), plus the dual-pol QPSK transmitter technology (I just confirmed this) and the coherent receiver technology. -- Stephen
Monday, June 2, 2008 4:38:00 PM EDT  

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The Lightwave editorial staff uses The Lightwave Blog to share their thoughts on optical communications and whatever else might be the current topic of conversation from cubicle to cubicle. Feel free to add your own opinions.

Stephen Hardy is editorial director and associate publisher of Lightwave, which makes him responsible for the editorial aspects of the Lightwave franchise. A technology journalist since 1982, he once had his job duties described as "gets paid to tick off advertisers ".

Meghan Fuller is senior editor of Lightwave. She has degrees from Franklin & Marshall College in Lancaster, PA, and the University of Delaware and is a card-carrying member of Red Sox Nation.