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

To: Ronald D. Stange who wrote (6422)	12/13/1997 8:16:00 PM
From: signist	Read Replies (1) \| Respond to of 42804

Hi Ron and Mike, I have been up to my neck in alligators and just got home from business that had to be taken care of. As soon as I can I will transcribe exactly how Noam answered this question. John

To: Ronald D. Stange who wrote (6422)	12/15/1997 2:10:00 AM
From: Mike Winn	Read Replies (1) \| Respond to of 42804

Ron, you're right. It's Nokia who bought Ipsilon. I found this article in NetworkWorld about Ipsilon. exchange2000.com Ipsilon is actually a company full of hot air. About a year ago, they let everyone to believe (including myself) that IP switching will take over the routers. But the biggest asset of this company is talk and they couldn't deliver all the things they claimed. Indeed there are classes of applications that need the router. IP switching is more suitable for LAN where the IP address can be recognized. Outside the LAN onto the WAN, an IP address is like a home address with a number and street name but no city and no state info. Also when massive data are transmitted, a router is needed to handle the traffic. So after all, Cisco is still well and fine with its router that is now improved with tag switching. Now I understand better MRV strategy. They are not attempting to de-throne the giants or attract too much attention. They are also focused in the low end switches where they can do well. Noam has never claimed that DirectIP is meant to take over the routers. I just browsed through my bookmark and found this post about my converstation with Noam back in March. This was when Japan started to have economic problems. It's interesting to learn that what Noam has said in March still hold true. exchange2000.com MRV is also working on 5-channel WDM. A company called Cienna already got 24-channel WDM. Lucent got 256-channel WDM working in the lab. But MRV is content to work on 5-channel WDM. This is more than sufficient to handle all the traffic between servers and PCs in a company or campus. Again, this is a trade off between price and performance. MRV chooses price and medium range performance. The biggest asset of MRV is their leaders, Noam and Shlomo. Not only they are good engineers, but they are also good strategists. Bill Gates takes over the world because he is a good strategist, not because he is a good engineer. We have both talents in the leadership of this company.