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

To: Sector Investor who wrote (23300)	8/22/2000 9:11:25 PM
From: Sector Investor	Respond to of 42804

From the JNPR thread. JNPR's router market share grew 6%, dropping you-know-who down to 74%. JNPR is experiencing "strong demand" for their products - and Zaffire just happens to be fully compatible with JNPR routers. Message 14257425 Also, "CSCO's market share takes a hit". excerpt: "Cisco CEO John Chambers mentioned on the company’s last quarterly conference call that second quarter bookings for its GSR core routing product only grew 10 percent while bookings the previous quarter had grown 60 percent. This means that already Cisco could be down in the revenue count for the third quarter 2000 when those sales are realized as revenue" Message 14257495 Poor CSCO, they may need to buy into the Terabit router market to stop this trend. Where can they find one? Poor CSCO. On a pure packet forwarding basis Aranea handles 384 million/pps vs only 160 million pps for JNPR's top of the line M160. Thats well over two times more. CSCO isn't even close - something like 29 million pps I think (I'll have to look it up).