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

To: Bridge Player who wrote (41281)	7/1/2003 4:12:56 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

maybe he's making a better "call" on this new interface product...<g> JULY 01, 2003 PREVIOUS NEWS ANALYSIS Gearmakers Chase Ethernet in Europe -------------------------------------------------------------------------------- Two announcements today show a spurt of Ethernet services growth on SDH networks worldwide. Marconi Corp. plc (Nasdaq/London: MONI - message board) has integrated an Ethernet connectivity solution from MRV Communications Inc. (Nasdaq: MRVC - message board) into its metro lineup (see MRV, Marconi Team on EoSDH ). And Tellabs Inc. (Nasdaq: TLAB - message board; Frankfurt: BTLA) has unveiled a new metro edge-aggregation crossconnect set for shipment by year's end (see Tellabs Intros EoSDH Switch Node ). Both product debuts are signs that Ethernet services are picking up in Europe and other areas where SDH (Synchronous Digital Hierarchy), the analog to Sonet used in a range of geographies worldwide, rules metro nets. "Everyone basically who's buying next-gen networks wants Ethernet interfaces," says Jas Samra, director of SDH access at Marconi. He says the addition of a device called Ethernet Port Extension from MRV to Marconi's PacketSpan product line is helping eliminate the need for extra boxes to handle Ethernet demand. Formerly, service providers looking to extend Ethernet to remote enterprises would have to buy two boxes: one Series 4 CPE device for transporting SDH links from the central office to the remote box outside under the street or in a building's basement; and one PacketSpan CPE device to link directly to the customer site. Now, a single unit can link to the SDH network and perform the CPE Ethernet conversion. How important is this product to Marconi? "We have no queries from customers that exclude Ethernet," Samra answers simply. MRV, which makes the optical termination element of the box, says it worked with Marconi to get the remote management and specific linkages to the Marconi devices up and running. It is open to offering the same customization arrangement to other vendors, too. Tellabs says a burgeoning demand led to its introduction of the 6345 Switch Node today. The new device is meant to eliminate the backhauling of traffic to a central office crossconnect for assignment to Ethernet service links. It's a smaller version of the 6450, announced earlier this year (see Tellabs Ships Metro Crossconnect ). That product has seen the fastest growth of any product yet released by Tellabs' international division -- tripled-digit growth, says Bo Joergensen, senior manager there. But it's a bit too big for metro applications. Both vendors are clear that metro Ethernet is the driving force behind their product introductions. They say that growth is mainly taking place in Europe, but there is also a great deal of interest coming from the Asia/Pacific region. Marconi's Joergensen also says Latin American trials are underway. — Mary Jander, Senior Editor, Light Reading