RJM Message Board - Msg: 15037654

STOCKTALK

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Non-Tech : RJM

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To: Condor who started this subject	12/17/2000 5:04:16 PM
From: Condor	of 38

Summary: probably worth some speculative money. The chart looks like crap, but they all do at this point. My opinion of the sector that they are playing in (fiberless optical) is that it is a niche that will get some decent play in certain environments, but it will remain a niche for a number of reasons. No doubt you have heard of Terabeam which will fit into the same market, but there is also an IPO coming out from one of MRVC's subsidiaries called Optical Access, which is essentially the same thing. So there is going to be some competition in the stock market in this space. Market cap is about 6 times revenues, that is good. But I would like to see a move to become profitable (or at least losing less money). But sometimes these rollouts take time. Relatively high short interest could cause a significant rally when the market decides to turn around. I wouldn't bet my whole nut, but it certainly has potential. TNSI ....Jorj

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