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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 (41319)7/14/2003 12:44:41 PM
From: Dee Jay  Read Replies (1) of 42804
 
here's another company in the same field as MRVC, with an emphasis on FTTH. Interesting story in today's San Francisco Chronicle:

"WAITING IN THE WINGS
Staying alive
Livermore startup struggles to survive telecom crash

What if they staged a broadband revolution and nobody came?

That's the dilemma that almost brought down networking equipment-maker Alloptic.

The Livermore startup developed an ingenious way of connecting homes and businesses to the high-speed fiber-optic networks laid across America a few years back to carry surging telecommunications traffic. But in the teeth of the tech sector's worst-ever depression, the market for Alloptic's futuristic products never opened up.

Tiny Alloptic offers a worm's-eye view of a tech economy gone bad. It is one of hundreds or thousands of young companies with pathbreaking technologies that went through a struggle to survive that couldn't have been imagined during the boom years of the late 1990s....

Alloptic makes equipment that carries signals from fiber-optic networks directly into homes and businesses, converting them to forms that can be used by computers, televisions, telephones and digital devices...

But now things are beginning to look up. A big market for Alloptic's technology could be opening up in places like Korea, Japan and Taiwan, where governments are subsidizing the construction of fiber-optic networks. And the company's long-term prospects are bright."

We're active in the same places.

More at:
sfgate.com
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