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

To: signist who wrote (31597)	5/4/2001 1:20:30 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Certain parts of that ONI interview apply generally to MRVC as well. Let me extract those for emphasis. <<Martin: At the top level, we have designed a product for the metropolitan market specifically. Others, like Nortel, are selling systems that are derivative from long-haul networks. >> <<CNBC.com: How about developments in your main market, the metropolitan optical sector. Do you see the metropolitan optical market becoming a commodity as it has in the long-haul market? Martin: There's two issues there. The long haul market has become commoditized because the carriers have commoditized them. The only distinguishing feature is cost per bit. In the metro area, the closer you get to the end user, the more important services are. Look at the margins the Juniper and Cisco get, but because they can get so many value-added services. They provide so many ways for their customers to make revenue. It will be quite a while before we see the same commoditzation in the metro market. Also, there are not 20 different carriers in a given metro market. And the prices are pretty stable. >>