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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST
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To: Ronald D. Stange who wrote (8914)6/4/1998 1:45:00 AM
From: Eric L.   of 42804
 
from thestreet.com re:ceina & tlabs...what do folks think about MRVC providing the "missing link" mentioned?

Top Stories: Tellabs Deal to
Buy Ciena Creates
Powerhouse in Hot Market

By Kevin Petrie
Staff Reporter
6/3/98 3:40 PM ET

.....Optical networking, a hot-button term in techland
these days, has a simple meaning: As the Internet
swells to accommodate mountains of messages, it
relies increasingly on systems made of optical
fiber or glass. Optical systems squirt photons
instead of electrons. Ciena extended the
bandwidth of optical systems by building so-called
dense wavelength division multiplexing boxes,
which send 16 or more simultaneous streams of
light signals through a single fiber.

"Long-haul networking has always been optical,"
says Tom Nolle, president of the CIMI consulting
firm. "What Ciena has done is make DWDM,
which makes fiber more efficient."

So Ciena gives Tellabs a big foot in the
optical-networks door and increases its bandwidth.
But Nolle says there is a missing link -- advanced
switches that fuse optical systems without
conventional electronic infrastructure. If Ciena
doesn't devise such a product, Nolle says, it likely
will be relegated to the role of "plumber."

thestreet.com
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