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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: Frank A. Coluccio who wrote (42593)10/19/2006 12:22:42 AM
From: FJB   of 42804
 
I could be wrong, but to the best of my knowledge, use of the 3rd wavelength by VZ is seen as strictly a temporary fix until the software and other architectural bugs in IPTV systems are shaken out.

I don't know. I would gladly read any information you have on the subject. TIA

Noam Lotan - MRV Communications - President and Chief Executive Officer
Thank you, Shay. MRV Communications as you know is comprised of two distinctly
separate and different business units. Our network equipment group and our
optical component group. Luminent OIC is executing well on it goal of
maintaining market share leadership in FTTP components.

Luminent OIC's products to profitability is tied to riding the learning curve
and reducing costs based on expected increase in unit volume.

Luminent OIC has a roadmap of innovation in FTTP both carriers and MSOs race to
provide triple play to residential customers. Further fueling this race is IPTV.
IPTV has the ability to offer a la carte programming as opposed to conventional
vote casting.

Verizon and a lesser extent SBC and Bellsouth are building direct connections to
the home with an FTTP infrastructure. This direct connections will provide
faster and more reliable service. As Near will discuss in a moment, Luminent
OIC's roadmap for the next generation integrated triplexes is aimed at
accommodating both the standard cable TV signaling including HDTV as well as
IPTV.

...

I would like to spend a moment on highlighting the relevant issues. The first
was the use of video over lay wavelengths to deliver cable TV service. This is
the preferred architecture for Verizon Vios(ph) deployments that allows a
seamless delivery of many HTTV channels that is necessary over a broadcast
environment. An alternative is that environment is delivery both the narrow cast
and broadcast content over a broadband data connection also known as IPTV. This
methodology is the preferred architecture for the SBC project life beat.
In each case, Luminent OIC provide a Transceiver that converts the light signal
into an electrical signal at the home ONT box. In the case of the video overlay,
the Luminent OIC Triplexer converts both the data and cable TV channels into
electrical signals. In the case of non-video overlay, we also provide a diplexer
transceiver solution. There are significant technical barriers to providing the
cable TV or receiver solution. This complexity is benefit. It allows Luminent
OIC with its extensive experience in this field to provide more value to our
customers relative to emerging competitors.

sec.edgar-online.com
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