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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: Robert G. Harrell who wrote (18889)2/17/2000 2:48:00 PM
From: Greg h2o   of 42804
 
the gilder report is very interesting...."Driving out the millions of lines of software code in electronic switching and routing systems, all optical networks based on WDM provide a crucial hardware prerequisite of meeting the everrising demand for bandwidth. this paradigm is the fibersphere, and it accounts for much of the telecosm list, from CIEN and NT to GLW and JDSU.
as bandwidth and throughput soar, however, speed-of-light latency becomes an ever larger portion of round trip time. while hardware solves bandwidth problmmes, it can do little to reduce the time for the first bit to be found and fetched. speed of light latency limits must be addressed in the software.

think CW!
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