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

To: akmike who wrote (13530)	5/18/1999 1:51:00 PM
From: Greg h2o	Respond to of 42804

looks like the buying is resuming... 13 1/8

To: akmike who wrote (13530)	5/18/1999 2:01:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

Think of it as stuffing foreign language stuff in an envelope addressed in a language you do understand, then someone at the other end who CAN read the foreign language opens the envelope, and either reads it, passes it along to the true recipient, or finds another envelope inside addressed in the foreign language and uses that address. That way things still get delivered, even when lots of different languages are in use. Get it?

To: akmike who wrote (13530)	5/18/1999 2:23:00 PM
From: Mr. Sunshine	Respond to of 42804

To All: I have been following MRVC from a distance for several years and finally bought some several weeks ago. Thanks to everyone for making this excellent thread what it is. My question, now that I think I understand the stadium analogy, is how does MRVC fit in as compared to Cisco and the other players in the sector? I posted on the "Gorilla and King thread" (where Cisco, its competition, and other players in this sector are frequently discussed)several weeks ago, asking how MRVC fit in. The reply was that they were not familiar with the company. This has me confused. If MRVC has the potential to provide major competition in this sector, why have these somewhat knowledgeable investors not even heard of it? What am I missing? I like the fundamentals of this company, but need these questions answered before I follow my gut feeling and buy more shares. Again, thank you. Best Regards, Steve

To: akmike who wrote (13530)	5/18/1999 3:13:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 42804

akmike, >> I was hoping to hit somebody's hot button with the post about the limited need for terabit routers. << Glad you brought that up. I recently stated that terabits would become more commonplace even in end user orgs, dismissing an author's view which was to the contrary. My phrasing on that was terabit networking elements, I believe, not necessarily routers, per se. High capacity DWDM network elements, almost by definition, leave them open to be included in this general class, despite their sometimes passive roles, and other times switching and routing capabilities when those are vertically integrated within. Just wanted to clarify this, since some may have misunderstood what I was referring to, previously. Indeed, the Merrills, the Citigroups, GMCo, GE, and hundreds more, you know the class, will also require terabit routing for their global needs surrounding VPNs, e-commerce, and so on, as well as their local campus requirements, as well. And then there are the service provider orgs, which present a no brainer. Terabitters wont necessarily be engendered by terabit levels of demand, alone. This is a key point which I probably didn't elaborate on, in the past. It will also be used as a means of supporting massive amounts of "headroom" which will be mandatory for those large organizations who subscribe to the principle that the IP realm will be able to support classes of services which were only available through the use of ATM and other traditional means of transport and switching, previously. Headroom, in this case, is an invisible guarantor of QoS, you could say. This headroom provisioning is a key component in the school which subscribes to adequate bandwidth supply supporting "overbuilding" in the attempt to avoid congestion and bottlenecking. This is not unlike how Gigabit Ethernets are being used in great numbers today, when only marginally more than a hundred meg is called for. Headroom. Well, I only wanted to introduce a disclaimer, but I guess you got what you were looking for, after all. smiles Regards, Frank Coluccio