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


To: Frederick Langford who wrote (42089)6/22/2004 9:56:10 AM
From: Bridge Player  Respond to of 42804
 
Best press release, and most informative post on this board, in years.



To: Frederick Langford who wrote (42089)6/22/2004 10:43:03 AM
From: Greg h2o  Read Replies (2) | Respond to of 42804
 
The most important part to me (being somewhat non-technically oriented) is the fact that they've already placed these systems in a carrier network (Fiber City, in the Philippines). Now, anyone want to make some assumptions as to how much business that would be? Would that be the OSM800? How much does the OSM product go for? How many units?

Also, how important is the VPLS auto-discovery capabilities in competitive sales opportunities? How close are other companies in developing something similar? Is this a product that will seriously differentiate MRV's OSM MPLS router from the competition??? I just don't know the answers to these questions..... Anyone?