SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Corvis Corporation (CORV)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SouthFloridaGuy who wrote (835)5/7/2001 2:22:08 PM
From: The Ox  Read Replies (1) of 2772
 
Let's say a company wants to build an optical network. By using the CORV longhaul solution, the company is able to save up to 80% off of the cost of building the network infrastructure by limiting the number of electrical regeneration points needed to transmit the optical signals. The older optical networks required regeneration points every 500Km and the CORV solution allows for 3000Km before signal regeneration.

Optical networks are just getting started. Bandwidth demands going forward are still increasing and most analysis points to substantial % increases in optical bandwidth over the next few years ( somewhere around 30% per year or more ). You insist that CORV is over-valued based on current/past financials while those who disagree with you are trying to point out that the future is more important to this company's valuation process. Since these are fundamentally different points of view, we will never get you to agree that the future is being priced into the stock.

You can bring up companies from other sectors, with completely different fundamentals and valuation methods to justify why CORV is such an overpriced, bloated stock. Last week it was a donut company. This week it's an oil refiner. Anything to take the eyes off the ball.....
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext