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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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From: hedgeclipper12/31/2004 9:59:12 PM
   of 42804
 
MRV Product of the year..

Major new product introduced in 2004/ -- The Media Cross Connect MCC.

? From 0 to $3 million in revenues in 6 months

MRV Communications Introduces Industry's First 144 Port SFP Physical Layer CROSS-CONNECT for Emerging 4GFC SAN

Phoenix, AZ – Storage Networking World – April 7, 2004 – MRV Communications, Inc. (Nasdaq: MRVC), today introduced the industry’s first 144 port SFP Media Cross-Connect (NC316-144PMC-4) to support the emerging 4Gbps Fibre Channel (GFC) data rate. The cross-connect will enable storage labs to extend their automated testing capabilities to include the 4GFC data rate. The MCC looks to be a potentially successful new product with some big player customers. (see below)

…..last quarter we mentioned the introduction of our media cross-connect for “wire once” network applications. This product was announced at the Storage Networking World Conference in April as the industry first 144-port physical layer cross-connect for the emerging 4-gigabit fiber channel standard. The product generated strong interest and initial revenue from government, military, and Fortune 100 accounts. … (see below)

Likely customers are mainly SAN and Ethernet equipment vendors and SAN testing environments with some SFP blades/4G customers tossed in..
Possible customers:
Alcatel – Cablevision – Cisco - Credit Suisse - Ericsson - Hitachi Data Systems – IBM (IBM labs??) - Lockheed Martin – McData - MCI - Nokia - Northrop Grumman - Siemens - US Military

MRV-MCC inside?? sine.ni.com
(Joint Strike Fighter (JSF)/F-35 contract -- LM-STAR™ test system -- network in a box simulation) MRV has some unique solutions here

Absolute Analysis -- Absolute Analysis also provides the Absolute Analysis/MRV Cross Connect series of intelligent switch solutions that allow our analyzers to be connected to various locations of any bus being analyzed. goaac.com

And here is an interesting connection……take a look at these machines >>

edentreetech.com

and compare to…………………. mrv.com

and this……………… mrv.com

EdenTree Technologies
www.edentreetech.com
EdenTree’s Connect_ET is an easy-to-use solution for automating and optimizing communications networking equipment labs, transforming those labs from cost centers to competitive advantage. Connect_ET addresses the long-standing inefficiencies and antiquated methods of labs with a holistic approach that includes high-value, easy-to-use software and low-cost cable switching.

What is the addressable market here and who are the customers???

Sales Pipeline built to 29 active accounts, 300 qualified accounts identified: Systems installed at multiple Cisco locations, Nortel, Ciena, Tekelec, Spirent, VocalData, T-Mobile, NetScreen, Telus, …

The first market for EdenTree is testing laboratories. We are focusing on the R&D labs for network companies. This segment of the market is over $500M. The entire addressable market, which includes other types of labs, and applications in classrooms, factories, networks and other industries outside the networking space, is over $10B. keiretsunews.com Jan 2004

More Customers (partial list)
Metso metso.com Mirant Motorola National Broadband Nokia Nortel Networks NTT NYSE Orange India Orange Romania (with IBM Romania) Pfizer PGE Philippine Airlines Portugal Telecom Prague Metro Primus telecom primustel.com.au Q Rail Radnet Reliance RelTec SAB Banking SBC Scientific Atlanta Sercel sercel.com Shaw Communications Shema Omrezja—Slovakia Siemens Singapore Smartcom
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