MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: akmike who wrote (16194)	10/8/1999 9:08:00 PM
From: Sector Investor	Read Replies (1) of 42804

<<MRV no longer needs to fund NAC,gets improved visibility, and some serious sponsorship for this affiliate. All in all, IMHO, a very good deal for us shareholders. >> Even more than that. People should know just how good this is. NAC has a dynamite Metro IP transport system - one that lowers the deployment costs dramatically, because they only need one wavelength per node. Now if people have been reading the articles I have posted, they will know that cost was one of the major barriers to expansion of Metro DWDM rings. NAC had a very good shot before at selling significant amounts of MetroFusion systems. Now they have a good shot at selling LARGE amounts of MetroFusion systems because of JNPR's contacts with biggies like MCI Worldcom, etc. Juniper is going to make their routers "NAC ready". Think about that! Talk about Plug and Play or perhaps "NAC inside"! We can assume MRVC's other routers (Linux, Zuma, Aranea) will also be NAC ready. Metrofusion is a very key element in MRVC's (and now JNPR's too) future success. And NAC just got a big boost. This is BIG!

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