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Product category: Optical Transceivers, Transponders and Repeaters
News Release from: Bookham
Edited by the Electronicstalk Editorial Team on 20 February 2004

How to survive the optical components
market

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How to survive in the current optical components market is to be the subject of a major panel discussion at next week's OSA Photonics and Telecommunications Executive Forum in Los Angeles.

The banking and venture capitalist perspective of how to survive in the current optical components market is to be the subject of a major panel discussion at next week's OSA Photonics and Telecommunications Executive Forum in the Millennium Biltmore Hotel, Los Angeles Among the representatives leading the discussion will be Bookham Technology's Dr Michael Lebby

Bookham Technology last week revealed increased revenues (up 75% in the last year), a reduction in net loss of 75% and a drop in cash burn by 61%.

Dr Lebby, who has a background in venture capital, will look how the optical network industry has progressed over the last few years, from the burst of the telecomms bubble to today's situation of overcapacity.

Dr Lebby will also assess how companies can survive and grow in this environment.

"Although there are signs of recovery emerging in the current market, there still isn't enough business to go round: there are too many suppliers and too few customers", said Dr Lebby.

"Some companies will starve, others will survive and grow, but it is likely to be a very painful process.

Darwinism is alive and well: we have companies honing their niche, companies looking for new markets, and others remorphing through M and A.

In the technical field, technology innovations are still being pursued aggressively, although recent company focus seems to be on product development while product research seems to be moving back to the university lab".

Bookham's outlook is positive.

Last month Bookham revealed that it would be showing its widest-ever range of end-to-end optical-communications device capabilities at the forthcoming OFC 2004 in Los Angeles.

Bookham's expanded portfolio, including transponders, wide-ranging amplifier solutions, pluggable transceivers and tunable lasers, can meet the increasing demands of customers.

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