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

To: signist who wrote (25021)	10/9/2000 12:58:53 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Another Ethernet-over-fiber-is-the-future article. They are getting to be a dime a dozen (although this is quite a good one)! <g> This is good reading. It's a good thing MRVC saw this long before and just happens to be positioned beautifully for it - as well as today's technologies too. Message 14537293 Plus, here is that "Payday vs. Doomsday article that delmarbill provided an indirect link to earlier. Carriers must either continue spending on upgrades - or die. "If you look at the situation facing carriers from a strictly financial point of view, it makes sense to suggest that the spending and overspending just can't go on. If carriers are to continue purchasing expensive and inefficient gear at the same rate they have been dumping Sonet equipment into their backbones over the past couple of years, there's no doubt about it, they would be broke in a few more years. However, by failing to keep up with the extraordinary demand for bandwidth by not bulking up their infrastructures, carriers will succumb to the same fate. " theneteconomy.com