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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: Sector Investor who wrote (10892)10/19/1998 3:40:00 AM
From: Pigboy  Read Replies (1) of 42804
 
Sector,

<< Me too? This product is unique in the market place. Who else can use a fiber pair as TWO fiber lines? Not LU. Not Ciena. Not NT. Not Pirelli.

Who else has point to multi-point DWDM, with routing, switching and cross-connects entirely in the optical domain? No-one. This is new, unique and innovative technology. The emphasis by others up to now has been in having the most wavelengths (40, 80 96, etc), but only point-to-point. MRVC doesn't need to match those levels to be successful with this new technology >>

Sector,
Thanks for your opinions. Could you explain in more detail and possible in more laymans terms why the FIBER DRIVER is so cool in your mind? I think I get that it frees up part of the pair for info/data and that more optics come into play. Is the Fiber Driver going to be NEEDED and WHY? When do you expect customers and will these be smaller CLECS or enterprises or RBOCs?

thanks for your thoughts
pigboy
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