Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Greg h2o who wrote (33854)	6/28/2001 9:24:10 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

8:39AM CIBC on Opticals : CIBC World Markets says investors should recognize that legacy voice is a dead-end and focus instead on next-gen optical networking; initiates Ciena (CIEN 39.09) with a BUY; analyst notes that his FY02 estimate of $0.78 is well below the $1.06 consensus as he believes margin pressure will continue (cites recent CORV contract with Q), but nevertheless sees CIEN as a long-term winner. Also starts ONI Systems (ONIS 25.00) with a BUY and Sycamore (SCMR 8.59) with a HOLD.

To: Greg h2o who wrote (33854)	6/28/2001 9:30:45 AM
From: mahler_one	Respond to of 42804

Another point Greg...Did you happen to note on CNBC today that Lucent now states that fiber is capable of carrying perhaps 10 times more data then thought previously? Now how is that data going to be decoded, distributed, etc.? By high speed routers of course, and the infrastructure that allows such messages to find their "home"...appears that MRVC is very, very well positioned if the capacity of the fiber is as advertised. Obviously, will have to leave such technicalities to those who know more. Also makes one wonder about what will happen to those who build the fiber...might be enough in the ground already? M