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: signist who wrote (11198)	11/6/1998 10:08:00 AM
From: Sector Investor	Read Replies (3) \| Respond to of 42804

<<What happens if or is it a matter of when an eight hundred pound gorilla buys this technology?>> I'm sure that is exactly what SilkRoad is fishing for. John, the real question is what are the limits to MRVC's DWDM technology? The potential of Fiber is not even close to 1% tapped yet. MRVC is strong in Optics - and according to that 29% R&D increase in Q3 is getting stronger. I asked if their dynamic DWDM-16 was near any limits, and the answer is no. 16 * 2.5GB (OC-48) = 40GB vs SilkRoad's claim to 90GB. MRVC obviously has similar technology, only DWDM based. What if MRVC comes out with 16 OC-192s (160GB) for example? The game as I see it is to have a full range of next generation products, with any-to-any connectivity and protocol conversions, and then to get ACCESS to the carrier, CLEC markets, etc. MRVC already has the first two. That last is the real trick, and Noam keeps saying they are working on strategic partners. It's the waiting that is tough.