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

To: Greg h2o who wrote (19819)	3/27/2000 8:45:00 PM
From: Bridge Player	Read Replies (1) \| Respond to of 42804

<<<<< The PC paradigm was led by the Microsoft (MSFT)/Intel (INTC) duopoly. These stocks have continued to fare relatively well, but the steep part of the growth curve is now behind them, and these mature businesses are not at the heart of the technology revolution. That title has shifted to bandwidth companies, and the paradigm shift within the paradigm shift is from circuit-switched electronic networks to packet-switched optical networks. At the sweet spot of this paradigm is Cisco. Unlike the Wintel-based PC paradigm, however, Cisco doesn't have a de facto monopoly in this new paradigm, as its hectic pace of acquisitions confirms. So investors can indeed learn from Cisco's ascendance to the largest company in the world. The lesson is that the sweet spot in technology is now in IP traffic delivered over fiber. And the good news is that unlike the Wintel two-company show, there are many opportunities in this telecom revolution. Though Cisco dominates the market for IP routers, it is playing catch-up in the optical arena. With its purchases of Cerent, Monterey, and Pirelli's DWDM division, it is indeed catching up, but there is good reason to believe that unlike the router business, Cisco will only be one of many players in the optical networking space. Some of the others are Nortel (NT), Lucent (LU), Sycamore (SCMR), Ciena (CIEN), Redback with its Siara acquisition (RBAK), and even Juniper (JNPR), which while not an optical networker does benefit from the bandwidth needs of the fiber network. Furthermore, there are a slew of companies in the pipeline. One which recently filed for its IPO is ONI Systems, a maker of metro-area optical networking hardware and software. Many more will follow, and many will fare extremely well given that they are at the heart of the bandwidth paradigm. - GJ Copyright ¸ 1999 Briefing.com, Inc. >>>>> Typical. MRVC not even mentioned. BP