Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sector Investor who wrote (25101)	10/10/2000 4:23:02 PM
From: Mike E.	Read Replies (1) \| Respond to of 42804

Look at why LU warned. I hope it is LU specific: Lucent cites three factors for the warning: lower than expected revenues and margins in the optical systems business, higher reserves for bad debt in the emerging service provider market, and larger than expected decline in circuit switching business. Of these, the first and third have been problems for Lucent all year and appear to be company-specific, but the second is something that recently hit Ciena (CIEN) as well and could be a factor for other optical equipment vendors.