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: Bridge Player who wrote (35735)	9/25/2001 5:45:00 PM
From: Sector Investor	Read Replies (1) of 42804

<<In fairness, I can visualize the possibility that CW has actually sold an Aranea; has received payment for it; it is installed at the customer premises and working satisfactorily>> BP, that's not how this works. Nobody buys "AN" Aranea. You don't mix and match multiple vendor's routers in a carrier network if you can avoid it. If Charlotte's wins a contract it will be for ARANEAs throughout the customer's network - to the detriment of their previous vendor. This is for all the marbles. That's why these tests take so long - and why MRVC and CW are so stealthy. BIG BUCKs are at stake. The longer they stay in the hunt, the better their chances are.

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