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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: MikeM54321 who wrote (20056)4/5/2000 5:52:00 AM
From: MikeM54321   of 42804
 
Thread- An excerpt that is favorable to a company in the optical components business. -MikeM(From Florida)

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"Those not on the top of the list have to queue up for supplies. What's worse is that these lines could get longer before the supply crunch eases. "We've been in this mode for a couple years now," says Leifur. "The industry is growing at around 100 percent [in terms of component equipment demand]. If that continues, it's going to continue to be a huge scramble to meet this demand on the component vendors' part." Supplies of source lasers (devices that generate the optical signal), dense wavelength-division multiplexing (DWDM) filters, amplifiers in general and pump lasers are particularly tight.

teledotcom.com
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