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

To: Sector Investor who wrote (19699)	3/21/2000 8:19:00 PM
From: signist	Read Replies (2) \| Respond to of 42804

KooKoo from Yahoo...Foci Now on MRV web site. Zaffire's Award already on their MRV site too. Hmm....this used to take a few weeks? TECHNOLOGIC PARTNERS March 15, 2000 Technologic Names Investors' Choice at Network Outlook SAN FRANCISCO -- Technologic Partners named ten networking equipment companies as "most likely to succeed" among 90 privately financed firms presenting at this week's Network Outlook conference here. The Investors' Choice awards were determined by audience balloting and recommendations of a panel of technology investors and a securities analyst, including Neal Dempsey, a general partner at Bay Partners, David W. Hanna, chairman of Hanna Capital Management, Bruce Sachs, general partner at Charles River Ventures, and Timothy P. Savageaux, a research analyst at W.R. Hambrecht & Co. The Investors' Choice winners, in alphabetical order, were Broadband Access Systems, CopperCom, Corvis, CoSine Communications, Equinix, JetStream Communications, Mayan Networks, Tachion Networks, Taqua Systems, and Zaffire. zaffire.com

To: Sector Investor who wrote (19699)	3/22/2000 12:27:00 PM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 42804

Sector, as our resident technical expert, could you explain what is meant by "switch fabric" as used in the Terabit Turmoil article referenced earlier? MARCH 21 Cheeky Marketing Strategy To defuse these criticisms, in December Cisco also announced its 12000 Terabit System, which consists of up to sixteen GSR 12016 chassis connected into one 'virtual router' via a separate, bolt-on, five terabit switch fabric. According to Cisco, this is how it all fits together: Up to sixteen GSR 12016 chassis and line cards are installed next to each other in a CO or POP. The existing switch fabric is taken out and replaced with a route scalability module which connects the switch to a separate rack mounted switch fabric....<snip> The announcement is classic Cisco, allowing the vendor to prolong the useful lifetime of an existing product (the 12016), minimize disruption to customers, while also claiming to increase performance. But there's a problem: Cisco doesn't today have a switch fabric that can come close to reaching even one terabit of capacity -- let alone five. And without the switch fabric, it doesn't have a terabit router. The stock is falling back now. Approaching 130. Will be interesting to see where we close today. By the way, I wore my T-shirt all weekend hoping to get some good luck from it. I guess the effect is kicking in today. Bob