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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: Mike E. who wrote (25299)10/12/2000 6:13:55 PM
From: Sector Investor  Read Replies (2) of 42804
 
<< we consider a big part of our "advantage" is being one of the first to commercial market.>>

CWNT is not factored into MRVC's valuation at all right now, it would seem - so how could it affect us like this? LMNE alone will very probably have a higher market cap than MRVC does today, even based on 2000 sales.

You can't have it both ways. If our 2001 revenue projections included what CWNT is likely to do, they would be much higher. Since they do not, we should not be affected.
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