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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: Sector Investor who wrote (16356)10/20/1999 3:05:00 PM
From: MikeM54321  Read Replies (1) of 42804
 
Re: MRVC's Positioning in the Access/MAN Market

"I was looking again at the section of the Van Kasper report on Optical access. This part bears repeating right now:"

Sector,
I fully agree with the significance of what you posted. Up to cut&paste of the Van Kasper report(which I just read for the first time), I was purely speculating as to MRVC's positioning plans. The report makes it much clearer as to where MRVC is heading. And IMVHO, I agree with it.

I was under the impression that MRVC did not have access products that fit between the telco's CO(Central Office) and the customer's premises. I thought they only had products for solving bandwidth problems in the CO-CO / metro market. But apparently I was mistaken.

Not being that well versed in the details of MRVC's product line, can you save me some time and explain where in the network, their access products fit? Or point me to the proper urls.
______________

One other thing. Do you happen to have some links to the details of the BLS deployments. I just did a double take on the figures and am quite surprised at them. I would like to read some more details about this aspect. Especially MRVC's relationship to them.

Thanks for saving me some time! During earnings season, it gets pretty hetic for me.
Thanks,
MikeM(From Florida)
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