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


To: Bruce L who wrote (14679)7/27/1999 2:21:00 PM
From: signist  Read Replies (1) | Respond to of 42804
 
DSL AND BROADBAND ACCESS: NEW REPORT FROM NXGEN DATA RESEARCH OFFERS MODEL FOR GAUGING MARKET SHARE, CUSTOMER BASE STUDY BY NEW PARADIGM Resources Group
Subsidiary Includes 'Bottom Up' Analysis of Potential Markets, Segmenting
Potential Accounts by Employee Size and Household Income

CHICAGO, Jul 27, 1999 /PRNewswire via COMTEX/ -- The U.S. DSL and
broadband access markets may represent annual service revenues of $46
billion by 2005, but most service providers will have to segment their
customers to reap the rewards. The keys to unlocking this broadband
bonanza are provided in a new report -- DSL and Broadband Access
Markets, 1999-2005 -- released today by NxGen Data Research, Inc., a
subsidiary of New Paradigm Resources Group (NPRG), a leading business
consulting and research organization.

"Our new report creates a model for estimating market share and the
customer base for DSL and all the other major broadband access
platforms in position to serve the residential and small/medium
business market segments," said Terry Barnich, President, New Paradigm
Resources Group. "This approach provides hands-on tools for carriers to
profit from the DSL gold rush, andis head-and-shoulders above other
research that simply offers an overview of technology, surveys of
software and hardware suppliers, or profiles of service providers
supplying DSL."

By 2005, more than 35 million small and medium businesses, residential
consumers and small office/home office customers will be using some
formof broadband access, according to the NxGen Data Research report.
DSL will represent about 13 million of those lines in service, while
cable modems, terrestrial microwave and satellite access methods will
claim significant market share, as well. On top of that, revenue will
grow from additional sources including transaction support services
(payment), hosting services (merchant servers, catalogs, Web sites),
design and advertising services, customer contact (voice, e-mail
integration) and other services.

The NxGen Research Data report provides a "bottom up" analysis of
potential markets based on a model of households and businesses in
operation. The report segments potential accounts by employee size
(small/medium business) and household income (residence market).
"That's a vital exercise," said Gary Kim, President, NxGen Research
Data. "Optical fiber access will work for the largest customers and
buildings, but copper or wireless access is the only affordable option
for consumers and smaller- and medium-sized businesses."

The report also addresses key variables such as PC and Internet use,as
well as household income and business size. "It may be intuitive that
wealthier households and larger businesses can more easily justify a
broadband connection," according to Kim. "But customer appetite,
financial and technical means and applications all must converge to
create demand for broadband access."

Overviews of the leading DSL providers, a review of access platform
strengths and limitations, and the strategic importance of DSL are also
covered in the report, which comes bundled with Microsoft Excel
spreadsheets on disk that allow users to change key input parameters
and conduct "whatif" exercises to test their own assumptions about the
market.

The report is available from NPRG for $1,650. To order, call Rochelle
Barnich at (312) 980-7823, visit the NPRG Web site (www.nprg.com) or
writeto NXGen Data Research/NPRG, 12 South Michigan Ave., 5th Floor,
Chicago, IL 60603.

New Paradigm Resources Group, Inc., based in Chicago, is the nation's
leading research firm focused on the competitive local exchange carrier
(CLEC)industry.

SOURCE New Paradigm Resources Group
(C) 1999 PR Newswire. All rights reserved.
prnewswire.com -0-
CONTACT: Jim Crawford of Crawford Public Relations, 703-715-0844
or
toll-free, 877-545-5494, or crawfordpr@aol.com, for the
New Paradigm Resources
Group

WEB PAGE: nprg.com

GEOGRAPHY: Illinois

INDUSTRY CODE: TLS
MLM

*** end of story ***



To: Bruce L who wrote (14679)7/27/1999 2:23:00 PM
From: Sector Investor  Read Replies (2) | Respond to of 42804
 
It seems to me that large institutions go mostly for short term momentum plays these days.

MRVC probably scared them a bit by saying they were funding another startup and further growth in R&D + SG&A of $4 million in the second half of 1999 versus the first half.

We all know the prospects and potential, but I think many went into the CC expecting Q3 and Q4 to be the start of steadily increasing EPS. Now they are not so sure.

From a long term perspective, I heard great stuff (love that BETA discussion), but short term EPS growth just got pushed back a bit - again.

BUT - when the news of the Optical Access IPO hits, I want to be long. I'm not looking for a 1/4 point here and there, but a 4 bagger this year ($24) is certainly possible on my purchases under $6.