MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

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Aug 15 5:00 PM EST

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To: Mike E. who wrote (26076)	10/25/2000 9:08:22 AM
From: Sector Investor	Read Replies (1) of 42804

Yes. Pat Mudge did an excellent job documenting the NT CC. Look at what NT recorded for optical this quarter. "90% optical growth , 120% for 9 mos. Metro was strong. Excess of 1 billion, approaching 2 bi run-rate. In optical area bottleneck has now moved from components to installation areas. Optical revenue will exceed $10 billion representing 135 to 145% growth y/y." Look where the lower growth was - Core switching - I've documented here the recent trend away from ATM switching back to routing (good for CWNT). - Enterprise - Voice Infrastructure - Old circuit switched equipment, which NT still has a lot of. Message 14652603 Bottom line. I think they want an excuse to knock opticals down a bit. JDSU reports tonight?

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