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

To: Frank A. Coluccio who wrote (11205)	11/7/1998 3:40:00 PM
From: Glenn D. Rudolph	Respond to of 42804

MRVC: L.H.FRIEND,WEIN decreased estimate for fiscal year ending 12/98 from $0.75 to $0.59 on 11/01/98 MRVC: L.H.FRIEND,WEIN decreased estimate for fiscal year ending 12/99 from $0.85 to $0.34 on 11/01/98

To: Frank A. Coluccio who wrote (11205)	11/7/1998 4:26:00 PM
From: Sector Investor	Respond to of 42804

Thanks, Frank. This is definitely interesting technology, and I am certainly not downplaying it, but I don't think people should equate it with obsoleting DWDM technology any time soon. To make it easy for people, here are 2 of the more interesting links you alluded to. Both seem to contradict Silkroad's claims that DWDM is not a complementary technology. techstocks.com techstocks.com

To: Frank A. Coluccio who wrote (11205)	11/9/1998 10:04:00 AM
From: Terence Kennedy	Read Replies (1) \| Respond to of 42804

> I wouldn't be too taken about the single fiber strand aspect, however, because most > responsible telecomm managers always want a back door to protect against route > and element failures (ol' man back-hoe). Most architectures that permit restorative > capabilities through seamless self-healing techniques usually are based on at least > two diverse and redundant physical layer paths. While that is true, those paths are currently a transmit+receive pair in one direction ("east") and a second transmit+receive pair in the opposite direction ("west"). The bidirectional single-fiber hardware allows these transmit- receive pairs to be placed on a single fiber. In some topology implementations the far ends of an east or west pair are connected to different equipment, and for those topologies some additional equipment would be needed to split the transmit and receive and recombine them with different signals. There are some advantages to doing this in the optical domain. However, as I said before, the initial benefits of this type of system will be on the long-haul runs where pulling additional fiber is less cost-effective than adding this hardware. In the metro area, additional fiber will likely be more cost-effective than this equipment, at least in the near term. Unfortunately, that means that initial deployments will encounter additional issues not seen in metro environments - interactions with long fiber runs and so forth. Also, since these will likely be with larger carriers, there's the concern about migrating major fiber runs to this brand-new technology.