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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: cmg who wrote (17197)	12/2/1999 12:36:00 PM
From: Dee Jay	Read Replies (1) \| Respond to of 42804

re Cisco's plans: "...Listwin said Cisco has time because the contract wins for the next generation of optical equipment won't happen for another 12 to 18 months. When they do, Cisco will be ready, he said. Until they are, though, the uncertainty will persist." Given that field testing requires months to prove a product's worth and pretesting work also takes time, Cisco had better have something in hand within 2 quarters at most if Listwin's prediction of contract awards is but 12 to 18 months away. My guess is that they are looking at candidates as he spoke and a decision will have to be made within the next 3 months at most, IMHO. Dee Jay