Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ronald D. Stange who wrote (8914)	6/3/1998 7:20:00 PM
From: CF Rebel	Read Replies (2) \| Respond to of 42804

I contend that in the long run, whichever pipeline becomes the standard for CATV delivery becomes the standard for all communication. Sprint says that video conferencing can be delivered over ION for the price of a current long-distance call. So far as I know, CATV cannot be delivered over copper using any technology at reasonable price. I think that whoever brings CATV, phone and data to the home over one pipeline (with one bill) has a huge marketing advantage. ION, if it doesn't stub Sprint's toes, is only a short-term, partial solution to my contention. Comments welcome. CF Rebel

To: Ronald D. Stange who wrote (8914)	6/3/1998 8:09:00 PM
From: Dee Jay	Respond to of 42804

excellent, thought-provoking analysis, Ron. Makes sense to me... Dee Jay

To: Ronald D. Stange who wrote (8914)	6/4/1998 1:45:00 AM
From: Eric L.	Respond to of 42804

from thestreet.com re:ceina & tlabs...what do folks think about MRVC providing the "missing link" mentioned? Top Stories: Tellabs Deal to Buy Ciena Creates Powerhouse in Hot Market By Kevin Petrie Staff Reporter 6/3/98 3:40 PM ET .....Optical networking, a hot-button term in techland these days, has a simple meaning: As the Internet swells to accommodate mountains of messages, it relies increasingly on systems made of optical fiber or glass. Optical systems squirt photons instead of electrons. Ciena extended the bandwidth of optical systems by building so-called dense wavelength division multiplexing boxes, which send 16 or more simultaneous streams of light signals through a single fiber. "Long-haul networking has always been optical," says Tom Nolle, president of the CIMI consulting firm. "What Ciena has done is make DWDM, which makes fiber more efficient." So Ciena gives Tellabs a big foot in the optical-networks door and increases its bandwidth. But Nolle says there is a missing link -- advanced switches that fuse optical systems without conventional electronic infrastructure. If Ciena doesn't devise such a product, Nolle says, it likely will be relegated to the role of "plumber." thestreet.com