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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: Sector Investor who wrote (33284)6/14/2001 11:16:17 AM
From: Sector Investor  Read Replies (1) of 42804
 
The CIEN CIBC presentation is also very interesting. I just listened to it.

They say there is a MAJOR shift from legacy networks to next generation networks going on. They make a very interesting statement. Close quote. "NT, LU, CSCO, etc know they have to move from legacy networking, but they have been slow to do so because it means CANNIBALIZING their revenue streams."

In the Q&A he just added that legacy companies are trying to keep them alive for a little longer, until they are ready to convert. Then the session cut off.
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