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

To: Jack Colton who wrote (13872)	6/10/1999 10:17:00 AM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

"MRV supplies the FiberToTheCurb Triplexer to Reltec (now Marconi), in which Reltec incorporates into their own system box, and supplies that to Bell South." Well it looks as if the requirment is one triplexer (MRV's lightwave transmission device for the access network) for every 8-16 homes passed. This would be new & incremental business as the RBOC's gear up to serve voice, data, & video to the home, fiber-to-the curb (FTTC). Any idea what these puppies sell for? Nobody paid much attention to RELTEC, but they got gobbled up for some reason. Would the Marconi/RELTEC DISC sys. be to the RBOC's what the HLIT systems are to cable providers? Interesting. Any additional clarification by those more knowledgable would be appreciated. Perhaps ahhaha or Frank, am I on the right track here? BellSouth Plans To Deliver Fiber-To-The-Home June 10, 1999 Inter@ctive Week via NewsEdge Corporation : Carrier is building the nation's first fiber-to-the-home network in an Atlanta suburb By Carol Wilson BellSouth has found the missing link. The carrier announced last week that it is building the nation's first fiber-to-the-home network in an Atlanta suburb to verify the technical and financial viability of its current approach to combining voice, data and video onto a single fiber-optic cable that goes all the way to a customer's house. Last week, BellSouth connected about 300,000 homes with fiber-to-the-curb networks, which carry a high-capacity fiber-optic cable to a point a few hundred feet from customers and then serve eight to 16 homes from a single piece of electronic gear known as an optical network unit. BellSouth's (www.bellsouth.com) new approach eliminates use of electronics in the field, incorporating passive optical network technology instead. PON devices can appropriately direct lightwaves without needing electronics or electrical power. An Asynchronous Transfer Mode (ATM) network will be used initially to deliver high-speed data, along with 120 digital video channels, 70 analog video channels and 31 digital audio channels. Voice service will be added within the first year of operation, said David Kettler, executive director of BellSouth Science and Technology. Although the network can deliver data at speeds up to 100 megabits per second, the initial 400 customers will have to settle for data rates that match BellSouth's current, slower tariffed offerings. "Combining ATM and PON technology gives us the capability to eliminate active electronics in the field and the flexible bandwidth to provide on-demand services," Kettler said. Eliminating active electronics reduces costs, since a power source isn't required and, over the life cycle of the system, reduces maintenance costs as well, he added. BellSouth has been part of a global consortium investigating ATM-PON networks, known as Full Service Access Network group, and has been doing its own work with Nippon Telegraph & Telephone, the Japanese telecom service provider that has been a world leader in fiber-to-the-home development. The company named Lucent Technologies and Oki Electric Industry as its equipment vendors for the Atlanta network, but it likely will work to create a consortium of network operators who jointly agree on network specifications and then seek vendor input as a group, Kettler said.

To: Jack Colton who wrote (13872)	6/10/1999 10:18:00 AM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

jack, didn't mean to steal any of your thunder... also wanted to mention that i didn't notice a whole lot of people at the MRV or related companies booths. not necessarily a bad sign as they didn't have any freebies or blondes with big, ummmm, aspirations at the booth <g>. to me, a layman in the field of communications, it was very difficult to differentiate between one WDM provider and another...thanks to jack for explaining the differences,but it still seems to me that there are a lot of fish going after the same bait and maybe the small ones will be quick enough to get it or the larger ones may push them out of the way. i just don't know. i guess MRV has the controls division to fall back on, because they sell to all of the big and small fish, and MRV is clearly a small fish in the router business.... greg