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: signist who wrote (12595)	4/5/1999 9:24:00 AM
From: Regis McConnell	Read Replies (2) of 42804

Hey John, very nice article you dug up. I really like the idea of the move to Linux that the NBase/Xyplex products seem to be taking. Open, & not closed software is definitely a hot area or growth, seems to be a very smart move. Closed software code is a pain in the arse to learn & support must always come from the particular manufacturer who developed it in the first place. Lotz of support & updating revenue for the likes of CSCO, ect... but w/Linux getting a lot of attention this makes a ton of sense to me. I am not familiar enough w/the possible applications that would be developed, but this is a potential growth area that I've never considered b4, possible patent protection too! Also a good way to really differentiate the products from the majors. "The mandate for carrier empowerment stems from estimates by market analysts, such as CIMI Corp., that value-added services for IP networks may have a far higher growth potential than either voice or data-packet processing. Markets like advanced conferencing, e-commerce and VPNs require that carriers be directly involved in fine-tuning their access hardware." Additionally...Some aspects of the Nbase-Xyplex architecture have not been disclosed. Szwarc did hint that a special network-layer interface to the scalable ATM-router architecture will go before the Internet Engineering Task Force as soon as patent applications finish a first round of approval. The interface will let a software developer or carrier customize such factors as per-port queues, QoS traffic management and I/O priorities for firewalls, load balancing and the like." Regis

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