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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: Sector Investor who wrote (17345)	12/7/1999 9:34:00 PM
From: signist	Read Replies (1) of 42804

Optics Explode The next wave of optical network equipment promises to take the technology into the last mile Sam Masud, Senior Technology Editor There's a bandwidth glut; there's a bandwidth drought; there's a bandwidth glut. Depending on when you ask the question, all of these statements are true. Dense wavelength division multiplexing (DWDM) is pumping up the capacity of the long-haul network while Gigabit Ethernet is firmly ensconced in the enterprise LAN. And the LAN is about to get a major boost: Work is underway to release the first draft of a 10-Gbps Ethernet specification next September and to have a completed standard by March 2002. Although the year 2005 is still distant, 3Com predicts that more than one million 10-Gbps Ethernets will have been shipped by then. But voice-centric SONET rings, which are expensive to scale, dominate the metropolitan and access networks that act as the bridge between the enterprise customer and long-distance service provider. “There are places you could get an OC-3 turned up in a few hours and there are places you couldn't get it in six months,” said Mike O'Dell, UUNet's vice president and chief scientist, expressing the frustration of many service providers. “It annoys everyone, most of all our sales guys, because we have installation service level agreements (SLAs) that give customers free money if we don't hit deadlines. But you can push things only so far.” More telecommagazine.com

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