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

To: Sector Investor who wrote (11288)	11/28/1998 1:51:00 AM
From: George Dawson	Respond to of 42804

Sector Investor, As an MRVC shareholder, one of the problems I have is that they are not clearly demonstrating increasing sales with their current product line. For example, I believe they shipped 2,000 GE ports last year. I have not seen any numbers this year on how much GE they are getting out the door. I think they may need to concentrate on this before talking about GE over WDM (are there enough existing GE backbones to support this application?). Practically every networking hardware company I know of is selling a GE switch. There are even chip companies aspiring to be networking companies (e.g. Intel) selling GE switches. Didn't Intel used to be an MRVC OEM? Who is making Intel's current GE switch if not MRVC? How does MRVC's GE switch stack up against the competition? I commented on a previous hardware comparison posted here awhile back. How are they doing in current comparisons? I didn't have the patience to wait for the Corporate Presentation to download, but I really hope they aren't talking about the merits of terabit routing and switching fabrics. Unless they have really performed some technical magic that nobody else can with the physical layer, the latency of GE or FC switches is too slow to compete against other LAN and node clustering technologies. They have a large array of acquired or developed products that they need to sell right now. All in my opinion - corrections and additional information welcomed. George D.

To: Sector Investor who wrote (11288)	11/28/1998 11:02:00 AM
From: George Dawson	Respond to of 42804

Pluris looks like they may have a product right now. They also have some interesting technical reading on their web site: pluris.com George D.

To: Sector Investor who wrote (11288)	11/28/1998 12:18:00 PM
From: jach	Read Replies (1) \| Respond to of 42804

<256GB switching fabric Up to 200 Packets/sec 16 slot chassis> should be Up to 200 zillions packets/sec. This product seems to be extremely attractive from performance point. MRVC at this price, imo, is a great bargain. Just this one GBit router product alone can be worth more than 6$ for a company.

To: Sector Investor who wrote (11288)	11/28/1998 12:46:00 PM
From: Jack Colton	Respond to of 42804

I downloaded it. It's the first time I've seen Acrobat used for a Power Point presentation. I'll study it in more detail later... I've gotta run. jack

To: Sector Investor who wrote (11288)	11/29/1998 9:34:00 AM
From: Marty Lee	Respond to of 42804

Good Boy Sector Investor! Brokers and anal-ysts who call MRVC a "dog" are not even slightly erudite and certainly not among the telecommunications engineers who I've contact with...... Counting MRVC out, they put themselves in league with the same sort who'd dump Michael Jordan as a dog for having a couple "bad" quarters... Look at the track records.. Look at the Stats.. Wait. If anybody has anything of substance to report in the way of a reason or a proof why MRVC should be "counted out" please do speak up. I need to be kindly corrected. It's really tough being right all the time.. Marty