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

To: Greg h2o who wrote (23739)	9/12/2000 10:44:51 AM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<<not going to help LUMN if JDSU weakens (even if we know we're taking market share and have capacity to increase). as far as i know, we're only working double shifts right now....heck, how 'bout round the clock guys? >> Well yeah, it won't help LUMN in the short run - until it becomes broadly known that they put on a 2nd shift to meet the increased demand. CSCO must be crying for parts, given their well documented shortage. CSCO is the only one of the big three without their own optical components division, and they are the only one complaining about a shortage - and LUMN already supplies some parts to them. Hmmmmmm, might they need to secure that supply a bit better? <g>