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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: akmike who wrote (13530)5/18/1999 3:13:00 PM
From: Frank A. Coluccio  Read Replies (2) of 42804
 
akmike,

>> I was hoping to hit somebody's hot button with the post about the
limited need for terabit routers. <<

Glad you brought that up. I recently stated that terabits would become
more commonplace even in end user orgs, dismissing an author's view
which was to the contrary.

My phrasing on that was terabit networking elements, I believe, not
necessarily routers, per se. High capacity DWDM network elements,
almost by definition, leave them open to be included in this general
class, despite their sometimes passive roles, and other times switching and
routing capabilities when those are vertically integrated within. Just
wanted to clarify this, since some may have misunderstood what I was
referring to, previously.

Indeed, the Merrills, the Citigroups, GMCo, GE, and hundreds more,
you know the class, will also require terabit routing for their global
needs surrounding VPNs, e-commerce, and so on, as well as their
local campus requirements, as well. And then there are the service provider
orgs, which present a no brainer.

Terabitters wont necessarily be engendered by terabit levels of demand,
alone. This is a key point which I probably didn't elaborate on, in the past.

It will also be used as a means of supporting massive amounts of
"headroom" which will be mandatory for those large organizations who
subscribe to the principle that the IP realm will be able to support classes of
services which were only available through the use of ATM and other
traditional means of transport and switching, previously. Headroom, in this
case, is an invisible guarantor of QoS, you could say.

This headroom provisioning is a key component in the school which
subscribes to adequate bandwidth supply supporting "overbuilding"
in the attempt to avoid congestion and bottlenecking. This is not
unlike how Gigabit Ethernets are being used in great numbers today,
when only marginally more than a hundred meg is called for. Headroom.

Well, I only wanted to introduce a disclaimer, but I guess you got what
you were looking for, after all. smiles

Regards, Frank Coluccio
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