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

To: Bridge Player who wrote (15629)	9/11/1999 5:19:00 PM
From: Bridge Player	Read Replies (2) \| Respond to of 42804

Several posts on the MRVC Yahoo board re: rumors about an Intel buyout at around $37/share..... BP

To: Bridge Player who wrote (15629)	9/12/1999 5:03:00 PM
From: Sector Investor	Respond to of 42804

Re: Terabit routers and market growth, a few points. 1) Both sets of projections (for Gigabit and Terabit) apply to us. A) Linux Router has a 40GB capability per box (64 OC-12) and will scale to 4 boxes (160 Gbps) next year. B) Aranea-1 starts at 160Gbps (64 OC-48) in a single box and scales past 4 terabits via 32 boxes. 2) No one has a Terabit Router in a single box. Few, if any customers will go straight to a Terabit capability. You have to have a Gigabit router before you have a Terabit one. The way this will happen is that each sale of a Gigabit router also represents future sales of line cards components and add on boxes over several years. Customers will grow with their router vendor. This is not a situation where you can substitute another vendor's equipment or parts. 3) The term really is "Tera"bit not "Terra"bit, as the link you posted had it. "Terra" refers to the Earth.