MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: akmike who wrote (13425)	5/14/1999 8:19:00 AM
From: Sector Investor	of 42804

<<"There are probably only about 1,000 units that can be sold, and there are seven or eight companies vying for the market. They're not all going to survive." >> Yeah, right. And IBM's original estimate for Mainframes was 6 worldwide. At one time the company I worked for had 6. IBM followed up that doozy of a prediction with an estimate of a PC market total of 250,000. This poor estimate of course lead them to lease MS-DOS from Gates and Microsoft, rather than buy it (or Microsoft itself) back in 1981. How different the world might be now if they had had a better estimate. Two points: 1) This quite probably is only a DOMESTIC estimate - most numbers seem to be that these days, but it's a big world out there. 2) ARANEA starts at 1/8 Terabit and expands to 4 Terabits in up to 16 connected boxes. Perhaps only 1,000 need Terabit capacity NOW, but many, many more customers will start small and expand as their need grows. This number is laughable.

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