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

To: Sector Investor who wrote (12795)	4/16/1999 11:06:00 PM
From: akmike	Read Replies (1) \| Respond to of 42804

Sector-I like your style! I certainly look forward to dealing with my personal greed instincts and attempting to balance the desire to take some humongous profits or let them run to ever higher levels. Much more fun than attempting to determine when enough averaging down is enough! At any rate, each day we are getting one day closer to learning what is going to happen. BTW-does your LOL mean Lots of Luck or Laughs (or both)? Best regards, Mike

To: Sector Investor who wrote (12795)	4/17/1999 2:53:00 AM
From: Regis McConnell	Respond to of 42804

Via Kenneth E. Phillipps on the 'Last Mile' thread, a very good overview of the current 'state of affairs', minus of course Mr.Vic, NAC, Charlotte's Web et al...for now anyway. We'll see how long that last.;-) telecommagazine.com What do you think, Cienna? They are both current customers of MRV. "Cisco does not have a play in DWDM, a market that RHK predicts will grow 70 percent in North America from $1.9 billion last year to $3.2 billion by 2002. But it might make its own move shortly, although it has a cooperative marketing relationship with Ciena Systems, .... “We'll substantially increase our competence in DWDM in the next few months,” said Cisco's Islam, hinting that this could mean a partnership, minority investment or some other alliance. RHK expects systems with 16 or more channels to be the fastest-growing market segment." Sycamore does have a far more sophisticated website presentation & perception than NAC, or even MRV for that matter. Maybe we could hire 'em to do our web sites?;-) Anyways it's good to know that purchasing from a well connected start-up should not be an issue. "Nor are service providers reluctant to buy products from start-ups, as evidenced by Williams Network's $24-million pact for Sycamore products. Executives at these new companies are often on their second or third start-up and have well-established contacts among service providers." And don't count out the Euros! "That means the European players still have a chance to get in the game in the United States, Silva said. “Siemens, Ericsson and Alcatel may be behind right now in terms of where Cisco, Lucent and Nortel are, but true convergence hasn't even begun. So it will be a race to see who gets products out and who signs up the accounts." Have a good weekend all, looking forward to next week.;-) Regis

To: Sector Investor who wrote (12795)	4/17/1999 5:29:00 AM
From: rascalbythesea	Respond to of 42804

Sector...I read your message and I can't wait until monday to buy more MRVC. >>>>I see the same parallels with CSCO today. They seem to me to think themselves secure by their dominance of today's enterprise and Internet. But where is their DWDM?, Their Fiber and Optical Networking products? Their Metro Ring strategy? Their Terabit router? The Network of tomorrow just may pass them by.<<<< Their DWDM, their Fiber, their Optical Networking products their Metro Ring, and their Terabit router will be made by MRVC and their offspring, just as CSCO is using MRVC as an OEM today for certain products. This could be a fun time if some of those new patents hold up. <<How happy would we be if a similar article is written in 2009 referring to MRV as one of the gorillas to be toppled by the next wave?>> Nothing wrong with being a Monkey, they have to live also. Benny

To: Sector Investor who wrote (12795)	4/17/1999 1:47:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 42804

Hi Sector, I wouldn't sell CSCO quite so short, at least not for the reasons you cite: "But where is their DWDM?, Their Fiber and Optical Networking products? Their Metro Ring strategy? Their Terabit router? The Network of tomorrow just may pass them by." They have not only the architectural answers to the questions you've posed, but they can buy whatever they need to fill the gaps at the flip of a switch. I think that their future problems, at least on the high capacity access and transport sides of the business, will be deeper and harder to see than those you've referenced. In the space I've referenced (and the one that MRVC aspires to) CSCO will soon become a legacy icon, much like the telco suppliers of the past, as their platforms have formed a new base of intransigence. This will be based on its widespread acceptance by folks whose understanding of networking are limited to TCP/IP administration, but who cannot negotiate the high capacity sector due to their unpreparedness to deal with its nuances and esoterica. Many of today's enterprise gurus are yesterday's router adminstrators who got in early, don't forget. And a hammer always seeks a familiar nail. As a point of fact, it's happening already, as I've listened to many a reason why firms cannot go this way or that way, due to the embedded architectures of just a year or two ago. We've also seen this in the past when IBM shops refused to budge from the SNA models. But now many of those same IBM shops are putting IP on the main frame, and will soon be transporting over WDM'ed facilities on high capacity routes where channel extension and SNA groups were used before. CSCO has both the smarts and the established architectural models already on their drawing boards to answer whatever call presents itself, just as good, if not better, than most, but their sales and marketing models could not withstand the hit if they were to depart from what works for them today. At least not from a radical departure, at this time. Theirs must be incremental gains, not revolutionary ones. We've seen and heard this all before. And so it goes... Regards, Frank Coluccio