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

To: Sector Investor who wrote (33261)	6/14/2001 8:52:03 AM
From: Sector Investor	Respond to of 42804

Duff, Greg, et al, I highly recommend listening/viewing the BellSouth presentation. I'm listening to it for the 2nd time right now. It defines all the network segments from Home-last mile-feeder-edge-core etc and talks about the issues at each and then how they are allocating their capex to each in 2000 vs 2001. Last mile is actually a bit lower in 2001 than in 2000, but feeder and core will be higher.