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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: rascalbythesea who wrote (12501)3/22/1999 11:20:00 PM
From: Sector Investor  Read Replies (2) of 42804
 
<<First time I have seen DYNAMIC DENSE WDM mentioned by anyone other than MRVC.>>

Benny, you still haven't - at least from this vendor. Read again, they are using the term "dynamic" to refer to variable amounts of available bandwidth.

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"What we have for the first time is dynamic DWDM, coupled with the industry's first operating system,'' Rohit Sharma, vice president and chief architect, said.

The system would allow users to pay for variable amounts of bandwidth, which Martin said would be attractive to a company like Amazon.com Inc. (Nasdaq:AMZN - news), whose bandwidth needs vary from day to day and season to season."

*******

When MRVC uses the term they mean "point to multi-point" DWDM. Any-node to any-node data communication on a ring at the optical level, using only one wavelength per node (and therefore only one LASER per node). This means data adds, drops and cross-connects entirely at the optical level, and greatly reduces the inherent cost by not having full, expensive multi-LASER DWDM equipment at every node.

Silkroad also claims this capability, also with a single laser by adding/mixing Laguerre orders within a single wavelength. They also claim major data capacity increases as well. Way beyond me technically - read the Silkroad thread for more than you ever wanted to know on this. It is yet to be seen just how much further an advance this may be over even MetroFusion. Superior technologies (if that's what Silkroad is) are not guaranteed success. Look at Sony's Betamax vs VHS and IBM's MCA (Micro Channel Architecture) PC bus architecture vs ISA, EISA, PCI, et. al.

However, from an investor perspective, MRVC's investment in MetroFusion technology, coupled with their own technology, represents a major breakthrough over current "non-dynamic" (i.e. "point-to-point" rather than point-to-multipoint) technology.
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