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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: hedgeclipper who wrote (42353)3/22/2005 11:01:00 PM
From: NDBFREE   of 42804
 
C&P from the Frank C. New Tech mb

Fiber Optic Communications to the Home

By: David P Soetebier, CFA

March 16, 2005. The replacement of traditional telephone networks with fiber-optic systems in American communities offers a multibillion dollar business opportunity for equipment suppliers and potentially a huge opportunity for investors. We believe the changes at the FCC, which have removed the need for the regional Bell operating companies to share the bandwidth, coupled with the move by the CATV companies to begin marketing telephone services, will accelerate the demand for fiber installations. Anything but fiber is a stopgap in meeting the inevitable growth in demand for high bandwidth to the home. Industry consolidation in the RBOCs area, and now SBCÕs planned acquisition of AT&T (with its nationwide network), has reduced competition and should aid the quick deployment of these systems. We believe the most attractive investment opportunities will be in companies that win business for their signal switches and routers.

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