" are there any numberes regarding the % and expected % growth in MRVC
Fast Ethernet revenue? "
Stephen, the followings came from the Hampshire Securities Corp. research
report:
"MRV participates in two major markets: the high speed computer network
switching market and the optoelectronic component and transmission
market.
... Dataquest forecasts the worldwide LAN *switch* market to grow from
approximately $1.6 bils in 1995 to 7.2 bils in 1998, a compound annual
growth rate of 65.7 percent. The Dell'Oro Group forecasts the worldwide
market for Fast Ethernet to grow from about 211 million in 1995 to
4.85 billions in 1998, a compound annual growth rate of 184.3 percent
... the worldwide fiber optics market is forecast to grow from 7.4 billion
in 1996 to 14.5 bils in 2000, a compound annual growth rate of 18.3 percent.
The growth rate for MRV 's opto-electronic components, which is a subset
of this overall market, is substantially higher.
...MRV 's networking products accounted for approximately 60% of revenues
in FY 95 and 63% in Q1 96 nad 67% in Q2 96.
.....
Switching Products Future Road Map
Product Announced Expected Ship Date
Fast Ethernet switch Q1 95 Q2 95
MegaSwitch II Q2 96 Q2 96
ATM Uplink module Q2 96 Q4 96
Giagabit Ethernet Uplink Mod Q2 96 Q4 96
Gigabit Switch Planned Q2 97
ATM Switch Planned Q1 97
Network management
using Java over Internet Planned Planned
....
I like HSC 's comments about MRVC 's positives:
"....
Focused strategy to provide leading edge solution in high growth industry
MRV 's mission statement is to be the premier vendor of high speed LAN
switching and opto-electronic transmission products. ... The company has
clearly demonstrated its ability to deliver on its goals to date.
Strong technical capabilities.
One of MRV 's key competitive advantages is its know-how and its ability
to combine its proprietary fiber optic transmission technology with its switching
technology to develop low cost, high performance products. MRV was among
the first vendors in the industry to announce a full duplex 1 Gigabit Ethernet
uplink module for its high end MegaSwitch II NH2012 switch. It should also
be among the first in the industry to come out with a multiport gigabit Ethernet
switch. MRV was among the first companies to start volume shipments of a
new module for two-way simultaneous transmission over one fiber instead
of two (which had traditionally been required for a transmit/receive link.)
Global presence
Unique for a company of MRV 's size is its geographical diversity in sales.
Approximately 40% of MRV 's sales are international, with constributions from
Europe, Middle East, and Far East..."
Well, the past looks impressive and the future looks quite bright, I would say.
"Also, do you have any opinion when MRVC will move."
No. I have no idea. Could be Monday, next week, a month... If I am
any good at guessing this - I 'd far more money day trading than being
long. But I never had much success with timing..
Young |
