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Technology Stocks : Juniper Networks - JNPR -- Ignore unavailable to you. Want to Upgrade?


To: mact who wrote (2620)6/19/2001 4:34:47 PM
From: gerard mangiardi  Read Replies (3) | Respond to of 3350
 
Not. People want the fibre but they can't get connected to it.
ilecs are killing the business.



To: mact who wrote (2620)6/19/2001 7:26:49 PM
From: James Calladine  Read Replies (1) | Respond to of 3350
 
"we need fiber in the metro areas but this wont be done as its too expensive"

First of all, not exactly true. Take a look at Free Space Optics, an example of which is Optical Access, a sub of
MRVC.

A report from today about it is at:

Message 15966276

Its' website is at:

opticalaccess.com

The various component pieces of MRVC are described at:

messages.yahoo.com

When OPXS finally IPO's, its value ALONE will (in my biased opinion) will exceed the present value of MRVC.

Take a look, and do your own DD.

Incidentally, another MRVC sub has a core router with
tested specs exceeding those of JNPR!

Namaste!

Jim



To: mact who wrote (2620)6/20/2001 1:46:06 AM
From: Sector Investor  Read Replies (1) | Respond to of 3350
 
<<we need fiber ine the metro areas but this wont be done as its too expensive...>>

That was last year. Costs have now dropped significantly. In fact, Optical Solutions says they are now lower than for installing coax for cable TV.

See these excerpts from Optical Solution CIBC presentation. They are installing 100Mbps service to homes, with 2 phone lines, TV, Internet and data, in a bundled package!

Message 15963930

Message 15964071