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: Bruce L who wrote (33573)	6/20/2001 1:43:16 PM
From: George Dawson	Read Replies (1) of 42804

Bruce, I am concerned. The telecom/networking sector is taking a hit and there has been incredibly bad publicity lately. That latest problem has been TLAB, which is usually volatile, but took a hit after a warning. Yesterday I heard a guy talking on public radio about the market slow down here and how telecos will need to focus on foreign markets where they will need to settle for lower margins. I think some one posted the latest bandwidth glut article here, and the opinion that this will lead to failures with the survivors splitting up the existing fiber. As always it is difficult to separate the actual facts from what really exisits out there and I don't know of any source that ties it all together. The earnings certainly don't help. Not a great time to be holding a speculative stock. With any luck we will be trading flat for a few quarters until the sector can demonstrate some change in the earnings patterns. George D.

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