FTTP
Not much more to say on this one…..
….Today, LuminentOIC has more than a dozen customers around the world that use our FTTP components. We have at least one design qualification at every major equipment manufacturer that builds triple-play FTTP systems….
Revenue from Japan, Korea, India, Europe and the US…
• Competitors and their products
neophotonics.com
nktintegration.com
explanation of PON
techonline.com
Verizon FIOs
fios.3v3bizich.com
• LuminentOIC resellers
uk.azzurri.com
China reseller
lincomm.com.cn
IRG Research note – Dec. 04
In a research note Tuesday, analyst Erik Zamkoff said he expects [MRVC] the maker of routers, switches and fiber-optic components to chalk up $55 million in revenue by the end of 2005 as a result of feeding Verizon Communications' planned extension of its optical-fiber network to private homes.
Verizon has slated $800 million in 2004 spending for laying the network in Texas, California, Florida and parts of the Northeast.
Chatsworth, Calif.-based MRV makes "fiber-to-the-premises" components for AFC, the primary vendor of systems of that nature to BellSouth Corp. and Verizon. AFC was recently acquired by Tellabs Inc.
Comment:
While making incremental improvements in revenue growth quarter over quarter in the last few years, MRV’s long march to sustained profitability must in the final analysis be “event driven”. While some may think that FTTH is that event, it is only part of the answer..
LuminentOIC's current backlog supports continuation of this ramp-up in the fourth quarter. As we mentioned, we expect Q4 FTTP components revenues to exceed Q3 revenues of $7.5 million by 30 to 40 percent.[Q2-$2.9mm>Q3-$7.5mm>Q4-e$10.1mm]
The true event driving MRV to profitability is Metro Ethernet Access which FTTH makes possible.
The other opportunity is our emerging presence in Internet access equipment for carriers. MRV is in a unique position. We probably have the broadest range of access solutions in the industry, starting with low-cost manage converters all the way to high performance MPLS, VPN demarcation products as well as Ethernet over wavelength platforms.
More Customers (partial list)
Adelphia ATT Wireless AOL AEP Alcoa American Stock Exchange Anixter Anheuser Busch Bank of America AroBase Telecom S.A. BART Bechtle Belgacom Bell Canada BellSouth Bechtle Bezeq bezeq.co.il Boeing BoStream bostream.com Brutele British Telecom C2C Fiber c2cfiber.com CellCom City of LA & Pasadena COLT Comcast Con Edison Cox Credit Suisse First Boston CSC D3- Sao Paulo Brazil DGT/Spain Dominion Duke Energy EDS EGGEnet El Paso Natural Gas El Tele |
