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

To: Sector Investor who wrote (23993)	9/17/2000 9:15:18 PM
From: Bridge Player	Read Replies (1) \| Respond to of 42804

It is a fact that: with all the good news; with the IPO filed; with commitment to distribute Luminent shares by 4/30/2001; with first-class investment bankers now named; with a big name from Lucent now named as CEO; with acquisitions adding people and manufacturing space; with a road show about to begin; with a second shift in operation; with an Optical Access IPO filing committed by 10/31/00; with passed field tests by Charlottes Web; with 2 highly bullish articles in Taipan and 21st Century; with volume picking up; NONE of which we knew for sure 3 months ago...... The stock is essentially unchanged from 3 months ago, mid-June. And down 30% from the high. If, in mid-June, all the longs on this board could see the future, and KNEW that all of these things would come to pass, what predictions do you think they might have made on the stock price in mid-September? What does all this mean? I dunno. But I have a hard time interpreting it as bullish. Why am I still bullish for the long term? I dunno. Is it a case of "you just gotta have faith, baby?" BP

To: Sector Investor who wrote (23993)	9/17/2000 9:30:56 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

On Friday I posted a link to a Pluris PDF. I spent some time on the weekend reading it and also reviewing the Charlotte's Web Aranea. I have some comparisons, but before I show them, I want to point out that trying to compare different products without seeing or testing them for a few months, using just vendor supplied material is a pretty hopeless task. Their architectures are different too. Even when talking about the same things they state their data in different ways. So take the following information on that basis. First, here are some items that I COULD compare. The Pluris basic box is bigger - one per 23" wide rack. The Aranea basic box is smaller - two per 19" wide rack. I ignored max connected capacity because before anyone hooks up multiple boxes, you first have to evaluate and settle on ONE, and no one is going to need 128 Pluris boxes in a single CO anytime soon. For comparison purposes, the following port density table is based on a single rack, so the Aranea numbers are multiplied by two. Description CWNT Aranea Pluris # OC192 ports 32 15 # OC48 ports 128 60 # OC12 ports 256 60 (240 future) # GE ports 256 60 (120 future) Route tbl ents 1 Million ? IP subnets 256K ? Packet 384Mpps ? forwarding (per box) Box-box "geographically 100 meters Connectivity remote" Aggregate 320Gbps 150Gbps interface bandwidth So Aranea wins hands down. I also spent time looking for major buzzwords. A vendor's spec document is NEVER going to say "we don't support this and this and this" - they just omit mention of it. Now, omission of certain terms doesn't mean that they DON'T have that capability, but if they had it, they likely WOULD mention it as a selling point. So take the following for what it is worth. Buzzwords found in BOTH Aranea AND Pluris BGP-4, OSPF, IS-IS, MPLS, PIM, POS, SNMP, GE Buzzwords found in Aranea, but NOT in the 9 page Pluris PDF plus 2 page spec sheet: ATM, TDM, DWDM, VPN, Cell based processing capability, OC768 trunking Buzzwords found in Pluris but not in Aranea Multiple ports with 1 IP address The Aranea looks like a superior box with a superior design to me - and they have four Betas and real sales in Q4.