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

To: Sector Investor who wrote (11170)	11/4/1998 10:09:00 AM
From: Sector Investor	Read Replies (3) \| Respond to of 42804

From my post last night: From SilkRoad: << In fact, switching multiple signals in a multi-wavelength environment is proving to be virtually impossible. >> From MRVC: << In contrast to current generation DWDM solutions, MRV's Dynamic DWDM will create an optical layer for the access network. This optical layer will perform routing, switching and optical cross connect functions completely in the optical domain >> Now, Optical switching, routing and cross connects is the Holy Grail of Optical Networking. LU and CIEN and others don't have it - and may not if Silk Road is correct about the difficulties. MRVC DOES have it. This brought to mind a short story from my recent trip to MRVC. Our tour group was being led through the MRV facilities (across the street from NBase) by Dr. Rav Noy. After the DWDM delays were discussed (delays by a vendor TO MRV), I looked him in the eye and asked him point blank: "Just how do you do this optical layer switching?" Ron Stange (an occasional SI poster) whispered in my ear, "That's what LU would like to know" - which I already knew before I asked the question. The answer was "We're not about to tell you THAT", and I'm sure I saw a gleam in his eye. Noone makes investment decisions on gleams, but it is becoming more obvious to me, just how important an advance MRVC's DYNAMIC DWDM is over conventional DWDM - and it will be much cheaper too.