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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: mahler_one who wrote (41274)7/1/2003 12:28:16 PM
From: Duffeck  Read Replies (2) of 42804
 
<<Can anyone comment about Marconi in so far as their business is concerned?>>

Lotam likes Marconi PLC (MCONY) marconi.com, a supplier of ATM, DWDM, and SDH hardware.

Here’s what he says about it:

“I bought Marconi because we’re one of their suppliers, so I know how aggressively they’re moving. I am sure that people are underestimating them. Ultimately everything will go to fiber, and on its own that makes them a good buy. There’s no downside. There’s only upside. Right now it’s boring but in six months you’ll see it climb, big time.”

lightreading.com

Of course that was then!

duff
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