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


To: Ronald D. Stange who wrote (14515)7/17/1999 5:25:00 PM
From: Sector Investor  Read Replies (1) | Respond to of 42804
 
As you know I am big on knowing future trends. Here is an interesting article on the "New Age" carriers. The article is copyrighted, so I will just post a link, but I have taken a few of the trends and extracted them below - very interesting! Many of these trends play right into MRVC's strengths.

"Today, 3 percent of executives regard their companies as virtual, according to a survey by Andersen Consulting and the Economist Intelligence Unit. But a full 40 percent believe their organizations will be virtual by 2010. The users in the virtual organization-employees, customers, suppliers and business partners-will work from a virtual office that some days might be at home and other times at a client site, in a corporate facility or in a hotel room." ... "The phrase remote access will become obsolete as the primary access technology becomes consistent from office to home to car to hotel room."

"As we move closer to 2000, it's apparent that you can no longer consider telephony and wireless technologies separate from data networking technologies." ... "This must change. In the future, a single organization will be responsible for all aspects of telecom; it will focus primarily on e-telecoms, the delivery of all telecom services by means of IP-based network infrastructure and applications."

"The extra bandwidth needed for e-telecoms applications will put tremendous pressure on cost containment. Obviously, your oganization's bandwidth needs are going to increase at a faster rate than prices will fall and it will be IT's job to find a solution. There is a clear mandate for network managers to ensure that their contracts keep up with market prices-long-term contracts clearly are undesirable in an environment where unit bandwidth prices are falling rapidly."

"On the transatlantic corridor-the world's busiest international telecom route-Internet traffic is doubling every year, and it surpassed voice traffic by volume in September 1997, according to BT. By next year it is expected to account for 75 percent of the traffic on the route. Meanwhile, the traffic on corporate networks is growing even faster-global data-network provider Equant expects network traffic to double every nine months over the next three years,"

"Corporations in the years ahead will require four main carrier services- an IP backbone, broadband access, application hosting and a unified customer interaction infrastructure that replaces today's separate Web-site and call-center functions"


"With bandwidth demands increasing so rapidly, it's not surprising that carriers are scrambling to ensure they are sufficiently enabled in the bandwidth department. To meet backbone bandwidth needs, an unprecedented fiber boom is under way-particularly in Europe, where, according to BT, bandwidth prices between cities are five to 10 times higher than between comparably distant U.S. cities. By 2001 that could be a thing of the past."

The full article and much, much more:

techweb.com