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

To: Sector Investor who wrote (15868)	9/20/1999 1:05:00 PM
From: Sector Investor	Respond to of 42804

Excerpts from that Cahners article link I just posted: "Internet service providers (ISPs) are rapidly transforming themselves into Internet telephony service providers (ITSPs) and are tapping into a market that currently represents as much as 70% of traditional carriers' revenues. The final competitive shake down between carriers will drive innovation and result in more choices for end-users." "In the long run, quality and innovation will outpace price as the primary market driver--especially in the US, where long distance rates are currently in a downward spiral." [That's where the open systems aspects of the Red-C box will be important.] "Enterprise demand for VoIP will not take off until more vendors offer enhanced monitoring and support for Signaling Network Management Protocol (SNMP)." [Red-C has it] "VoIP traffic predominantly travels over private corporate Intranets or virtual private networks because of the Internet's inherent unmanageability"