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

To: Sector Investor who wrote (14961)	8/10/1999 9:27:00 AM
From: Bridge Player	Read Replies (1) \| Respond to of 42804

Sector, I have been curious about the prospects for profit margins for MRVC when sales for their new high-end products hit their stride sometime next year. With respect to either gross margins or after-tax profit margins, or both, what is your working hypothesis going forward? It seems to me that realization of higher margins is one of the keys in getting just a smidgen of the respect given to the CISCOs of the world. I know you commented on the probability of excellent margins on the LINUX router and was wondering about the company as a whole. BP

To: Sector Investor who wrote (14961)	8/10/1999 9:45:00 AM
From: Greg h2o	Respond to of 42804

has anyone seen the article in Data Comm magazine? i just recieved a copy from NBASE.... i'm not sure when i'll get to posting, as i certainly can't retype the whole thing. maybe somebody can find their website. it may even be posted on nbase's site.... greg

To: Sector Investor who wrote (14961)	8/10/1999 10:01:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

the NPN/Data Comm magazine lists Charlotte's Web as one of 4 terabit vendors. very good article...shows ship date as 4Q1999 for the Aranea Terbit Router-1. 80Gbits/s, with claimed performance of 200mil pps. maximum clustered chassis/aggregate thruput of 32/1.9Tbit/s... maximum ports per chassis 128 POS/ ATM OC12, 32 POS/ATM OC48 MPLS-no. QOS- Diffserv, IP source and destination, TCP port. multicast? yes. price? $14,844 per POS/ATM OC12; $48,875 per POS/ATM OC48