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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: Frank A. Coluccio who wrote (13461)5/16/1999 7:36:00 PM
From: Jack Colton  Read Replies (3) of 42804
 
We have installed several hundred Gigabit links, usually to servers or between buildings (stacks of switches) but no terabit nodes.

The fiber to the desktop is something that I have proposed to every customer that is rewiring his/her infrastructure. Every office should have at least 3 Cat 5 pulls and a pair of fibers pulled back to the closet. We have one customer, out of thousands, who uses fiber to the desktop. They just happen to manufacture fiber. - So it's probably done for political reasons, not techno/cost reasons. As for everyone else, even if they are not going to use the fiber yet, it's so cheap; they should go ahead and pull it anyway.

The cost of the fiber NICs and very expensive ports on layer 3 switches are what kill fiber as compared to 100MB copper. And Gig fiber is stomping out the ATM that we used to install on a campus environment for the same reason... cost is so much cheaper, tangible benefits are hard to justify with an ATM solution.

And my friends who run 40GB and higher backbone networks have been asking for over a year, why run ATM? We don't care with the bandwidth available in our pipes.

So, as always, cost will help determine which technology is successful, given similar technical merits of two technologies. And MRVC is the cost leader in the higher end performance networking products... so maybe we'll finally get our story out.

Jack
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