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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: Renee Scherb who started this subject10/9/2000 10:54:07 PM
From: Gmoney  Read Replies (1) of 42804
 
21st Century updates MRVC in October Issue

21st Century gave a favorable update of MRV Communications in their latest monthly newsletter. They discussed Optical Access and Charlottes Web Networks in detail. They also mention they met directly with management in gathering the information. An excerpt follows about Optical Access

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Optical Access has a better, more complete solution than competitors AirFiber or TeraBeam. Even without the revenues from the switches and fiber groomers, Optical Access would receive a lofty valuation in the public markets. That's because they're presenting the most compelling answer for busting open the bandwidth bottleneck in the last mile. Their solution goes the farthest in overcoming the previous limitations of free space optics.

The big knock on free space optics up until now has been the lack of reliability in certain types of poor weather areas. Heavy fog can wreak havoc with pinpoint laser signals, so network managers have been reluctant to go for these solutions -- up until now. OA is promising 99.999% reliability for their wireless solution. That's going to be the thing that wins the day for OA
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Gary
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