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

To: Crossy who wrote (13295)	5/7/1999 5:50:00 PM
From: cmg	Read Replies (1) \| Respond to of 42804

lookers by: jbcandoit9 RUMOR 12347 of 12347 cisco,att, and lucent are lookers at this company. stay tuned

To: Crossy who wrote (13295)	5/7/1999 9:20:00 PM
From: Sector Investor	Respond to of 42804

<<guess what we need is more exposure on the telco/DWDM front. Seems to me that most do NOT associate this area of networking with MRVC. But we have a major stake here.>> Well not all DWDM is the same. Just like you have Core WAN routers and Edge/Enterprise routers, you have the same with DWDM. Ascend's WAN ATM routers are NOT the same as FORE's edge ATM routers, for example. The core stuff is 40+ wavelength stuff. Today's technology is all Point-to-point stuff Ours is at the 4-8 level, moving to 16 I'm sure. This is PLENTY GOOD at the edge or Enterprise or Metro level, but will not be enough to crack the major Telcos and Core carriers - UNLESS the dynamic point-to-any-point at an optical aspect becomes mainstream for the future. I think MRVC would still have to go to a higher number of wavelengths, or come out with something similar to what Silkroad claims to have - just my opinion.