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

To: Sector Investor who wrote (23511)9/5/2000 12:10:38 PM
From: Greg h2o  Respond to of 42804
 
somehow, i don't think they appreciate JNPR eating their shorts, though.... JNPR is gaining momentum at the expense of CSCO. i don't think CSCO really wants GOOD competition, just competition. now, they're getting GOOD competition and i'm not sure they're going to have an adequate answer for the 2G routers... "but we're Cisco" certainly won't do....



To: Sector Investor who wrote (23511)9/5/2000 2:54:25 PM
From: Bridge Player  Read Replies (1) | Respond to of 42804
 
Another interesting opinion (admittedly solicited) from the Juniper board:

<< Not being an engineer, I do not know whether this company would fit that definition or not. But you might like to check out a privately held company by the name of Charlotte's Web Networks. >>

<< They are an electro-optical router company, I believe. It's promising stuff, as are all optical products, but real-life application is a few years away. >>

BP


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