Yeah, I remember in the conference call when Noam stated that they were, "Dead Serious" about maintaining the technical lead in relation to FTTC. I wonder what else these guys have up their sleeve? So far the products have surpassed what I would have expected. They also mentioned another 'Enterprise' switch/router being developed in Chatsworth. I hadn't heard of that b4. Noams emphasis on MRV being the "only Pure Play" is certainly backed by the technical acumen represented in the slew of product releases. Wireless FiberDriver, AcceleRouter, CWDM, OSR8000, HyperChannel, MetroFusion, Arenea 1.....lotz of 'far out' stuff. Agree wholeheartedly with your observation as to Vertical Intergration being a strategic strength at MRV. Noam stated that the optics foundry & its products would be more technically involved than the passive components made by JDS, or the longhaul wdm optics by UNPH, afterall its not like we are an auto mfg trying to make all the tires, upholstery, glass, steel, ect... these optical lasers ect... are key & strategic to what we are becoming as the only "Pure Play", not commodities. Besides it makes CSCO, NN, NT, TLAB, et al good customers on our reference list.;-)
Regis |
