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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: Bridge Player who wrote (23502)9/3/2000 7:53:24 PM
From: Sector Investor  Read Replies (1) of 42804
 
<<It sounds like Charlotte's Web has a decent lead, maybe as much as 6 months or more.>>

I would bet more like 9-12 months. Charlotte's ASICs were working last Summer. and we've already had two Betas going for months - passed them in fact, now two more are in progress. Betas with large customers can last for quite a long time. Then, CWNT's cell based architechure is unique, and can handle ATM and TDM voice too.

I like CWNT's chances - a lot.
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