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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: Douglas Nordgren who wrote (19301)2/27/2000 10:21:00 PM
From: George Dawson  Read Replies (1) of 42804
 
On the Terabit Router Market:

Douglas,

Very informative post. Combining this with some information I posted on the Ancor thread and doing a little arithmetic results in a potentially interesting size of the TB router market. There are about 4.4 billion IP addresses out there and this of course will increase with bigger pipes. Using crude approximations of specific bandwidths for a fraction of these addresses, 70% peak efficiency, and arbitrary TB routers results in a fairly sizable market. Of course all that bandwidth needs to be switched out from the routers.

Does anyone know the approximate cost of the competing routers?

George
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