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

To: jach who wrote (12718)	4/12/1999 5:15:00 PM
From: James Calladine	Read Replies (2) \| Respond to of 42804

To all: Take a look at the chart 3 months ago and today. Looks like a few people think the stock can be moved now in the same way as then--enroute to earnings. And after that......? While I am long MRVC at this point I don't read much more into this rally than a repeat of 3 months ago.... But do others have REAL INFORMATION about anything that would genuinely support such a move? Best wishes, Jim

To: jach who wrote (12718)	4/13/1999 3:18:00 AM
From: jach	Read Replies (1) \| Respond to of 42804

Interesting concept, if it takes off CSCO will suffer in a big big way. ============================ First Linux Router To Hit Market In 3Q (04/09/99, 6:14 p.m. ET) By Kimberly Caisse, Computer Reseller News Amid the buzz about Linux becoming a viable competitor against Microsoft Windows, NBase-Xyplex this week introduced the first Linux router. In addition to leveraging the routing protocols in Linux, the high-end OSR8000 router features an 18-slot chassis, a 40-gigabit-per-second switching matrix, and supports up to 26 million packet-per-second throughput. It is slated to ship in the third quarter. The $300,000 device is being targeted at service providers and large enterprises because of its high speed and complexity, said Simon McCormack, senior product manager at NBase-Xyplex, in Littleton, Mass. "This product itself is not going to change the world," said John Freeman, principal analyst at Current Analysis, in Sterling, Va. "However, they may have kicked off a trend that they can capitalize on and other vendors can capitalize on." NBase-Xyplex, the networking arm of MRV Communications, developed this router to speed its time to market with the latest networking features, he said. With its proprietary routing software, the company does not always have the same features at the same time as top networking vendors. Adding networking features, bandwidth management or Quality of Service, for instance, can happen faster with Linux because people are constantly developing new industry capabilities for the open-source operating system. That happens faster in the Linux world than it can at NBase-Xyplex, McCormack said. "For our device, we would control the [Linux] software our customers get [through testing]," he said. "That allows us to provide the quality." Top networking vendors such as Cisco Systems, 3Com, and Nortel likely will take notice of the NBase-Xyplex product, Freeman said. "They may not need to act." In particular, Cisco will pay attention to this because its proprietary Internetwork Operating System software is key to its success, Freeman said. "They may try to write APIs to IOS in order to also leverage third-party development. They're not going to give away the source code for IOS." Although NBase-Xyplex will sell this router directly to high-end accounts, "I really feel there is room to down-scale it," McCormack said. That would allow the company's resellers to sell the product. "The thoughts are there [to build a less complex Linux router], but there are no definitive plans to build one," he said. Build-your-own Linux routers are already in the market, Freeman said, with NICs connecting two PCs or workstations running Linux. However, this is the first genuine Linux router, he said.