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 (16197)	10/9/1999 10:27:00 AM
From: Sector Investor	Read Replies (1) of 42804

Short term "meaning to the marketplace" you are right. Longer term "meaning to the bottom line" I will be right. Look again closely at the words in the JNPR announcement: <<"New Access has an Internet protocol friendly DWDM platform," says Aman Kapoor, analyst with RHK Inc., a San Francisco-based consulting firm. Dense wavelength division multiplexing (DWDM) is a technology that allows network operators to boost the capacity of their optical networks, many-fold. By securing access to New Access' products, Juniper is taking rear-guard action against rivals Nortel (nyse: NT), Cisco Systems (nasdaq: CSCO) and Lucent Technologies (nyse: LU). With the combined high-speed router and transport product, Juniper is trying to take control of the fiber optic networks in the local metropolitan loop. Analysts say that Juniper wants to eliminate the SONET protocol and put IP directly over DWDM, and its products have the interface to bring this vision to fruition."

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