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

To: Greg h2o who wrote (18051)	1/11/2000 2:20:00 PM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

"The New NBase-Xyples "Open Subscriber" Red-C product line is very similar to Redback's offering with some extra features, and Lotan expects a heated competition. In many ways, subscriber systems and switches are complementary to MRVC's optics business, especially as fiber works its way closer to the subscriber." Comm News "We are by far the leading vendor in fiber-to-the-curb with our transmission module. It allows all three services-voice, data and video- to run both upstream and downstream on a single fiber. We are now enabling connection to thousands of houses a month with our new fiber to the curb technology". Lotan ***** The company has chosen to expand by seeding new start-ups with both capital and technology. The 4 most recent- all started last year- are Charlottes Web Networks, Zuma Networks, New Access Communications, and HyperChannel. CW is in final dvelopment of a powerful Terabit Router, the Aranea 1. Zuma is creating the industry's first supercomputing switch router with a 256 Gbs backplane, plus 32 powerful 700mHz CPUs- truly a supercomputer. Zuma's new enterprise-class switch will be in beta later next quarter. New Access has developed a new metropolitan optical-transport solution that Lotan believes will, ultimately, leapfrog competitors like Sycamore and Cerent. And, HyperChannel, the first nonhardware oriented MRVC startup, is providing b2b e-commerce solutions for resellers and systems integrators throughout Europe. Most of these companies are independent with their own entrepreneurial management teams. For example, New Access Comm recently received direct investments from the internet router company, Juniper, and from the venture capital firm KPCB, validating the first stage of MRV's new entrepreneurial model. And, there is always the potential for future ipos. "In order for us to make an impact on the market, it would not serv the purpose to take an idea like CW or NA, for example, and implement it within the company," says Lotan. These are very ambitious undertakings that require the laser focus power of a start-up company.