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

To: cmg who wrote (19688)	3/21/2000 2:07:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

In that Light Reading interview with Noam, I especially liked these:parts "Light Reading: So how does that differ from a VC? Lotan: VCs go out and invest in companies and know that most of them will fail. Our goal is not to have any failures. " Light Reading: Let's talk about them. What can you tell us about Charlotte's Web? [http://www.cwnt.com] Lotan: They're going right into the Juniper, Avici space. They're building a terabit router. Light Reading: Tough market for a latecomer. Lotan: Ah, but there's a twist. It?s a terabit router, with huge capacity, and tiny size -- but the twist is it has a TDM-like capability that also lets it act as a router for Sonet traffic, offering the equivalent of leased line service. Also, the router code comes from the Internet Engineering Group, a company that was later bought by Cisco to take them out of the market, and so that Cisco could incorporate the software in its own products. That means The Charlotte's Web product and Cisco products should work well together." Light Reading: What's the hottest optical networking stock on NASDAQ today? Lotan: MRV, for sure. It's still undervalued. Especially when you consider the methodologies people use to estimate the valuation of our competitors. Light Reading: OK, but you would say that, wouldn't you? What else? Lotan: Personally, I bought Marconi [MCONY] 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.