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

To: Sector Investor who wrote (11199)	11/6/1998 11:14:00 AM
From: SJS	Read Replies (1) \| Respond to of 42804

Hey ALL... Thanks for all the tax advise, and other stock opportunity suggestions... I sold my MRVC at 7 31/32...and moving on to greener pastures...I feel much better now!! I wish you all the best!! I'll be lurking to see how you all are doing... PS: What every happened to Seth Leyton? Did he bail, too?

To: Sector Investor who wrote (11199)	11/6/1998 2:10:00 PM
From: Terence Kennedy	Respond to of 42804

> I'm sure that is exactly what SilkRoad is fishing for. They (and others) seem to keep harping on bidirectional transmission on a single fiber. At lower speeds, this is old news (MFS Video has been using it for years on their C-Cor/Comlux video net), and the Sams book "Understanding Fiber Optics - 2nd Edition" from 1993 goes into it in detail in chapter 12. The trick is getting it to work reliably at speeds over OC-48, and then getting it to the market at a competitive price. These solutions are not competing with each other, they're competing against the cost of pulling higher fiber counts. In the past 2 years, I've seen the typical "fat" fiber in Manhattan go from 216 strands to 324 and now to 432. I expect the initial market for these systems will be on long-haul runs (for example, cross-country links by larger IXC's) where the sys- tem can still be very expensive and yet cost less than running new fiber. The price will have to come down in order for it to be cost- competitive with pulling new fiber for LEC's and CLEC's. It seems that MRVC has good speed and lower price than some of the other systems, so if they can crack the IXC market and get a good system out there, they should do well.