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To: David Alan Cook who wrote (42667)4/27/2007 9:35:37 AM
From: NDBFREE  Respond to of 42804
 
A C&P from the SI New Frank Coluccio MB. Interesting pdf

Verizon's Optical Networking Templates

I'd like to share this rather revealing Powerpoint presentation -- for an RBOC, at least, that was presented by Verizon's CTO Mark Wegleitner during last month's Optical Fiber Conference (OFC/NFOEC) in Anaheim, CA. The link to this prezo was posted by list member Hal F. to the Cook Report discussion list yesterday. [Thanks, Hal!]

ofcnfoec.org

There's something in this presentation for everyone, but one item that I think will find common interest can be viewed in Panel #14: a symmetry chart titled Applications and Media Bandwidth, graphically depicting the upstream-downstream demands of most popular applications. While I think the chart does a good job of showing individual application needs, the one cross-hair that is missing is the one that states how much bandwidth is actually being made available. On second thought, I suppose that this is merely one of those imprecise areas that will eventually be used as leverage in getting subscribers to buy up to the next tier of service.

Interestingly, and on the other end of the continuum where a subscriber may have less need for lightning-fast delivery, there is no buying down to a lesser tier, except to revert back to dialup and forego the FiOS high-speed Internet offering, entirely. In which case, if Verizon's fiber is already coming into the home, then you wind up using a dialup that uses FiOS' VoIP bundled offering, because once fiber is pulled into the home, copper lines are almost always removed entirely.

I'm still digesting the many other aspects of this prezo. If you see something of interest you'd like to discuss, just say the word.




To: David Alan Cook who wrote (42667)4/27/2007 12:25:03 PM
From: Sultan  Read Replies (1) | Respond to of 42804
 
One thing is clear they can't make money even at higher revenue.. only thing reasonable about this company is p/s .. and the management has been coasting comfortably while the share holders have yet to make any meaningful recovery.. Only question is whether any thing will improve when the acquisition is closed in terms of margin etc..

One major disappointment..