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

To: whitephosphorus who wrote (15702)	9/14/1999 8:25:00 AM
From: Sector Investor	Respond to of 42804

High level for now. Juniper has a router called the M40 that is in the multiGigabit range. It is a single box architecture design. The Linux router from MRVC offers superior price performance (see my JNPR post) to their product. It went into Beta sometime in Q3 with 2 customers. The Aranea-1 Router from Charlotte's Web is even more powerful and extends into the multiTerabit range. This is aimed at the Internet Core where OC-48 links are common today. It goes into BETA in Q4 or Q1. The competitors here include Nexabit, Pluris, Avici, Netcore. Aranea is a strong entry in this market. The new Red-C 16000 competes with Redback and LU's Pathstar. I haven't seen a spec sheet on it yet, but it offers advanced features like Voice-over DSL, Video-on-Demand, firewall security which Redback apparently does not (no mention at all). The Open architecture should be extremely attractive to service providers, as they can design and offer services that differentiate themselves from other service providers. New Access Communications has MetroFusion, a highly competitive entry into the Metro DWDM market, where competitors include CIEN, LU, NT (I think) and others, but not CSCO. MetroFusion offers a major price/performance advantage because they use only one wavelength at each node site, whereas competitors have to use all wavelengths at every node. Cerent offers a box that aggregates smaller pipes into larger ones. CSCO was missing this technology so had to get it at any price. I don't know how this compares to any MRVC specific product, but they must have the capability somehow. The key thing to note is that not only is MRV hitting all these markets dead center with strong products, but it is also riding the Linux and Open Systems waves. The combination of these will make them highly attractive to many service providers. Also notice that CSCO is not in the Metro DWDM, Terabit router or Subscriber Management markets.