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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: David Semoreson who wrote (13809)	6/7/1999 6:02:00 PM
From: Jack Colton	Read Replies (1) \| Respond to of 42804

I was being facetious. I don't want further price erosion, because of the CIENA deal. They don't really compete in the switching arena, that I was describing. Jack

To: David Semoreson who wrote (13809)	6/7/1999 6:27:00 PM
From: Regis McConnell	Respond to of 42804

The Cienna products would compete with the MetroFusion products which should be going into customer testing/beta by this summer, or any time now. They are based on many laser to many laser/point to point connects & do NOT have the advanced optical switching capabilities of the MetroFusion products. Hey, everyone & their grandmothers (including MRV)will make some type of product announcement at SuperComm. What did we expect. MetroFusion will have its day, but it is still early, the OCR ships in qtr.3, Charlottes products go what, beta in Qtr 4. MetroFusion products should offer the capacity of Cienna Metro/Firefly, ect, at less than 1/2 the cost, single laser to any point connectivity, robust management tools, ect... Cienna certainly does not have a lock on the metro contracts by any stretch of the imagination, however since they are based on existing tech, they are avaiable now. C & W could just as easily purchased this type system from Lucy, Pirelli, Osicom, ect.... Regis