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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: Regis McConnell who wrote (14122)6/24/1999 8:32:00 PM
From: Sector Investor  Read Replies (1) of 42804
 
This from the article you posted a link to:

"The Mountain View, Calif.-based company, which provides high-speed Internet routers, will enter a market with not many players and Cisco Systems Inc.(Nasdaq:CSCO - news) controlling 90 percent of the industry as of now."

This is a misleading statement, but it probably is reflective of how the market perceives the faster routers.

True CSCO does control that percentage (or around there) of current routers (most of them MUCH slower boxes), but their top end 12012 box is slightly less than Juniper's M40 box, and much less than MRVC's new Linux router, due out Q3.

However in the TERABIT class where Aranea is, CSCO has no entry yet (even with the funding of Monterrey, probably not for a year or more). The terabit level of the router market should be viewed as an entirely separate market, IMO.
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