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: Greg h2o who wrote (19881)	3/30/2000 3:19:00 PM
From: MikeM54321	Read Replies (1) of 42804

"This technology[CWDM] brings the benefit afforded until now only to long-haul carrier backbones, to the regional and metropolitan networks." Greg- Appreciate you calling IR and relaying the information. I'm pretty certain C-WDM was developed for the metro markets. As the excerpt, from their PR above says. And it pretty much says what I thought Noam said months ago. Nothing you were told by the company is contradictory. OC-192 is a core capacity benchmark. Albeit it may have that capability, I think C-WDM's real claim to fame will be in the metro market. I feel it's important because I think currently this market is crowded with only expensive M-DWDM solutions for SPs. If a telecom equipment maker can cut the manufacturing costs for metro-carrier class products, then it's significant because incumbent LECs rarely want to overspend. They only want to spend what is absolutely required of them. I think this C-WDM product may fit well into that plan. Maybe not as exciting as bragging about a high capacity core product, but IMHO, it should find a nice home in the metro market. -MikeM(From Florida)

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