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

To: Ronald D. Stange who wrote (13450)	5/15/1999 11:39:00 PM
From: Ronald D. Stange	Respond to of 42804

[Addendum to Part I] Of course, there was an MRVC booth, as well, which they didn't have last year at N+I. It was OK (tasteful) and I only spent about 5 minutes there. They had all there RISCs, optical cross-connects, transceivers, transmitters, lasers, and photodiodes which we get $13.6M in sales revenue from <g>. Picked up spec sheet "glossies"; but the "guts" of all his hardware is just a little to technical for me. Ron

To: Ronald D. Stange who wrote (13450)	5/16/1999 12:54:00 AM
From: Jack Colton	Read Replies (1) \| Respond to of 42804

Ronald, Thank you very much for the 'floor' report of what is going on. That is very difficult when you are in the midst of the crowds. We really look forward to part II. Just a couple of comments on part I, I am very enthused about the positioning MRV is taking with their vertical integration and product depth. If they can succeed at building the support organization and street presence needed to sell their position, IMO, they will truly have a rival organization for the likes of CSCO and Nortel. I will direct some friends at Smith Barney to double up on the DD given MRVC, and I think, with a little influence, I can swing a couple of portfolios our way. The recent price movements indicate we are getting the streets attention, and things should start to move quickly from here on out. I was only able to do the show for 10 hours. You're a better man than I. Ever since doing 10 shows one year & 1/2 for Nortel, I've really not liked to work or even attend shows for that length of time. My hat is off to you, for your dedication and commitment to seeking knowledge. I used to have the same enthusiasm. the Nbase-Xyplex 16 tire wheeler announcing their Linux router covering both sides. Damn! I should have rented them a bus. except, of course, Schlomo with his either crumpled or clean white shirts hanging out over his pants. Well, I've never met the man, but I'm beginning to like him already! He must have been working hard in one of the small meeting rooms. Shay Gonen, General Manager - Nbase-Xyplex, Israel (Sun night) Please find out, if you can, where Philippe Szwarc, GM of Xyplex US, fits into the organizational structure. If he is there, try to seek him out. He is a GREAT guy. Jack

To: Ronald D. Stange who wrote (13450)	5/16/1999 6:49:00 PM
From: Ronald D. Stange	Respond to of 42804

[Thread] Part IIA These are such large topics that I don't intend to but touch on a few points. Certainly others specifically Frank Coluccio and Sector have a far greater understanding than I have but I will post some observations. 2) Interexchange Carriers (non legacy) Cable & Wireless has laid optical cable for an OC-192 network and should be able to have it operational by the end of 2000. Presently or very soon they will be Beta testing vendors switches. The OC-48/OC-192 DWDM backbone point-to-point switches should definitely be considered. I asked the C&W sales person "what about an OC-768 switch(es)". And I replied perhaps some vendor does. ("The first line of routers in the ARANEA (TM) family, ARENA-1 (TM), will support a basic OC-48c port. These ports may be subdivided into multiple OC-12c or OC-3c ports or merged into OC-192 and OC-768 ports",.) Qwest (really like that name almost as much as NBase) has their OC-12 Frame Relay/ATM Network and their OC-48 IP network operational. "Quest is poised to answer the rapidly growing demand for data transmission, multimedia and long-haul voice capacity. At its full capacity, Qwest's 2 tarabit Macro Capacity (SM) Fiber Network has the bandwidth to transmit 2 trillon bits of multimedia information per second - in other words, it can send the entire Library of Congresss collection coast-to-coast in an estimated 20 seconds. Once fully deployed, this network will span more than 18,400 route miles, interconnect over 130 cities in the U.S., and could carry approximately 80% of the data and voice traffic originating in the U.S." I guess GTE and others know a good thing <g>. (Having access problems so this has to be in installments.) Ron