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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: Marty Lee who wrote (10925)	10/21/1998 9:04:00 AM
From: Sector Investor	Read Replies (2) of 42804

''The WDM supply market is currently undergoing great change,'' says Dr. Flanigan. ''Consolidation amongst equipment vendors will certainly accelerate as the embryonic stage of WDM reaches an end. Carriers and vendors are now looking at developing more complex architectures and functionality, which requires WDM to be more closely integrated with other network layers. An understanding of the whole network and not just WDM will be a key success factor for vendors. We anticipate a large number of new partnerships and repositionings in the vendor community as the market evolves.'' "Ovum points out that most commercial deployments of WDM have so far been limited to point-to-point links in long-distance terrestrial and submarine links. But improvements in the price and functionality of WDM will make it cost effective to consider deploying WDM on shorter distance links in metropolitan and access areas of the network. Coupled with an increasing demand for bandwidth, this will drive market growth over the next decade. " Full article: biz.yahoo.com

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