MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Greg h2o who wrote (33276)	6/14/2001 9:59:24 AM
From: Sector Investor	of 42804

The CIBC conference was a goldmine of background information. I assume everyone here is doing their DD there. I've already done over 10 presentations (BLS twice). You can also just print out the foils. I have a stack about 2" high! <g> BTW, from the Hyperchip presentation, they go into trials in 2H 2001 and they say they expect the process to take 6-8 months, down from past years. I'm not so sure about that, with this slowdown. My guess would be the upper end of that at least. Charlotte's has been in trials about that long already. Hyperchip sees a strong demand in the core for HIGH END ROUTERS - in fact they show EXPLOSIVE growth in the 200+ Gbps core router market beginning in 2001. They have a nice graph in the presentation.

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