pigboy, perhaps the Arenea product is designed around asics, 'hardwired', & has no modifyable software code. Just a guess, but isn't this how the AcceleRouter works? Not surprising we get no press; anybody been able to locate Charlottes Web yet? Anyways, there are a whole slew of cos. vying to release such beast, Juniper, Nexabit, NetCore, Torrent, Shasta, NeoNetworks, Pluris, Lucent (Ascend), Nortel (Avici), MRV, & there may be others. Similar to what appears to be happening w/NAC's MetroFusion products, hasn't Nortel & Lucent announced similar plans. All this is in process. I really don't believe MRV has to be the sole provider of these products. If they can manufacture, sell, & support the full spectrum of highspeed optical networking products worldwide at a 'competitive' price we will get our share of the business & the stock price should be valued accordingly. I like the fact the MRV is investing in their infrastructure/capacity buildout, investments now should pay off down the road.
I would think that the Arenea products would have higher prices, thus gross margins, profitability ect... particularly when viewed as only one of any number of cutting edge products offered in its portfolio. Remember, we also have the series 8000 router to debut at InterOp in May. Though it was made clear in the CC that the FiberDriver & AcceleRouters 'market acceptance' were most important in the short run.
Anybody have any idea as to what Fujitsu may be OEMing, as it was stated that the relationship was expanding during the CC.
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