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


To: James Calladine who wrote (33546)6/19/2001 9:54:23 PM
From: Sector Investor  Respond to of 42804
 
<<He said the next wave of investment in fundamental infrastructure, regardless of 3G, would probably be due in about six to eight months. "All carriers in the market have to move at some point to optical infrastructure with multi-service access." >>

This information fits very well with what Ciena was saying at CIBC, about legacy companies trying to keep non optical technologies alive a little longer - out of necessity. This is why they are all warning while next generation providers are doing somewhat better.

Message 15942580