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

To: Regis McConnell who wrote (14551)	7/21/1999 11:35:00 AM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

What is so unusual about a price target of $200? I meant they only lost $0.22 this quarter. <g> As they say this is a huge market opportunity and there are high barriers to entry. Seriously, let JNPR get the visibility for now. Let's look again in Q1 2000. Did you notice that the base price for the Juniper box is $55K, while the Aranea is $1.5 to $1.9 MILLION? I have to wonder if that price isn't for a max configuration? If that is so, and their max is 16 boxes, we might have to divide that number by 16 to get a starter range - just not enough info here yet to be sure. That should tell you a bit about the tremendous performance differences there. Look again at the comparison spreadsheet several of us have worked on: Feature/Option Linux Aranea Juniper Slots Provided 18 23 8 Fully Redundant ? Yes ? Hot Swap HW Yes Memory 1GB Route Tbl Size 256K IP Switching Yes Yes Yes ATM Switching Future Yes No PacketOverSONET Future Yes No Wavelength Routing Routing+Switch Yes Yes Yes SONET Connect Future Yes Yes ATM Connect Future Yes Yes DWDM Connect Future Yes Yes OC-12 Ports 64 128 32 OC-48 Ports Future 32 8 OC-192 Ports 10/100 Ports 128 None None GE Ports 32 128 None Backplane GBps 40GB 128GB 20GB Available GBps 40GB 128GB 20GB Throughput Mpps 26 200 20 Non Blocking Yes Yes Yes Max Backplane 160GB 4TB 25GB Max Avail GBps 160GB 4TB 25GB Max Tput pps 104M 3.2B ? Max OC-12 Ports 256 2048 32 Max OC-48 Ports Future 512 8 Max OC-192 Ports Max 10/100 Port 512 None None Max GE Ports 128 2048 None Max Trunking ? OC-768 ? Expandable 4 Boxes 16 Boxes NO Distance between serving nodes (KM) Feature/Option Linux Aranea Juniper Pricing Base Price 1.5M? 55,000 Full Cfg Price 300,000 1.9M? ? OC-12 Card 25,000 OC-48 Card ? OC-12 Card 25,000 OC-3 Card 8,000 Protocols BGP-4 -- Yes Yes Yes IS-IS -- ? ? Yes OSPF -- Yes Yes Yes Shipping? 3Q99 1Q2000 Yes Trial Partner Stakeholder(s) MRVC Frontier UUNet Open System SW Yes ? NO