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


To: Bridge Player who wrote (32022)5/16/2001 3:37:47 PM
From: Sector Investor  Respond to of 42804
 
BP,

Charlotte's is a new company, NT is long established. Charlotte's has had to build everything from scratch to get to this point. NT has all of Bay Networks router code and experience to build on. The delay, IMO has been to get their software fully up to speed supporting all the hardware features and the wide range of protocols needed to be a player in this market.

This is absolutely a HUGE market opportunity, and there are just a handful of players. I know everyone here is tired of waiting, but Charlotte's WILL be worth waiting for. They still said sales could be as early as June-July in the latest MRVC CC, so the slippages are smaller. Have just a bit more patience.