Nice article. Here are several more - be sure to also check out "related news stories" and "news around the web"
news.com
Incidently, no one ever talks about MRVC's FTTC business. I don't know much about it either. They said they already had 100,000 homes "enabled", plus another 200,000 to 300,000 by the end of the year.
As I understand it, there are only about 700,000 homes connected with cable modems and only about 39,000 DSL subscribers at the end of 1998 (per the "DSL and the Access Race" article off this link). If DSL is finally ready to move, their RedX product will also hit another huge growth market dead center.
They now have so many high growth markets targeted dead center, that I don't see how they can miss having future high growth themselves after these products come out of BETA.
Here is the list, as I see it
Terabit Routers
Metro Access using DWDM
Linux Open System market
RedX DSL subscriber system
Gigabit Ethernet
IP, VoIP, and VPNs
Business to business E-commerce
Optical lightwave components (30% growth rate in Q2)
FTTC
Router Accelleraters (500,000 CSCO routers out there)
Fiber Driver (50% sequential growth in Q2 over Q1)
Wireless Traffic Driver
and the list goes on and on.
They said they were the leader - but what does that mean?
What specifically do they mean by "enabled"? Who are they working with? Is this their Optical duplexer and triplexer?
anyone? |
