MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Pigboy who wrote (10903)	10/19/1998 8:37:00 AM
From: Frank A. Coluccio	Read Replies (2) of 42804

pigboy, in another venue I made the same criticisms of the larger players. Their only focus seems to have been on multiplying wavelengths, not a bad idea if you're in DWDM, but one that needs sorely to be expanded on. The merits of the Fiber Driver aside for a moment, who knows what's behind the doors at the other shops? Routing (here I'm referring to the ability to tag wavelengths on the fly, much like CSCO's tag switching of IP flows, or its IETF heir, MPLS) and the ability to do add-drop along routes is going to be an imperative for the fiber box vendors. We could expect to see much of this, probably in significant numbers of releases, over the next six months to a year. Tracking who can stay ahead of the curve in this race [and not solely who can do the most lamdas] will be crucial. Just some thoughts on the matter.. Regards, Frank Coluccio

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