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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: Greg h2o who wrote (29880)2/26/2001 6:30:47 PM
From: Bridge Player  Read Replies (1) of 42804
 
Greg, which would you rather have, a $400 million investment from Lucent, or an S1 filed and being held pending market improvement?

<< Investment in free-space optics has so far come from large
companies, rather than the public market. TeraBeam dismisses
speculation that it was seeking to float as a way to boost its profile
ahead of the launch of its commercial services. The company has
$400 million in the bank following the investment from Lucent,
which is ample to finance its rollout, says TeraBeam's Mr. Gellos.
>>

IMO TeraBeam still has a significant edge in publicity, image, and financing over Optical Access, which I think are significant concerns. Technology I cannot speak to.
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