MRV Communications (MRVC) opinions? Message Board

STOCKTALK

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 : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James Calladine who wrote (35759)	9/25/2001 7:12:32 PM
From: Sector Investor	Read Replies (1) of 42804

<<Regarding CWNT, what would a "typical" contract be?>> That can't be answered right now. I can say that when ASND started winning contracts, they averaged between $50 million and $150 million - for INITIAL orders, as they built out their networks. Darn! SI has cleaned off all it's old ASND posts. None of my bookmarks works. I had them all nicely labeled too. Yahoo! is a blank now too. ASND won with Williams, Level 3, Qwest, Sprint, UUNET/WCOM and several others. I'm NOT saying CW will match that, but I AM saying the potential is there for some large wins. BETAs take a while because as the testing goes along, bugs or missing features get uncovered, which requires fixes (or as in earlier this year, a whole new software release), which extends the testing period further. CW is trying to break into a market for which CSCO has been developing code for MANY years. Each customer wants something slightly different. It takes time to first get it working then dot all the "i"s and cross all the "t"s. I stick by my earlier comments. CW has huge potential. Even 2-3 wins secures their future.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next