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

To: kvkkc1 who wrote (30035)	3/5/2001 9:13:20 AM
From: Sector Investor	Respond to of 42804

Yes, they captured the OC-48 SONET market - in a year when technology switched to OC-192 and is preparing for OC-768 next year and SONET may only be part of that picture. One of the reasons LU got hurt last year (there were many) was that they failed to move from OC-48 to OC-192 and NT ate their lunch there. They may never recover in the OC-192 space. Let's see CSCO successfully move to current levels and beyond before crowing. NT has control of the NEXT level and CSCO is nowhere there, and it will be tough to take away from NT. lightreading.com Here is something on SONET and OC-768 208.220.133.42