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: Sector Investor who wrote (35887)	9/28/2001 8:12:45 PM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 42804

The article even mentioned Optical Access. It would be just too sweet if part of the reason for Terabeam's cut back was loss of sales to Optical Access. I guess we may get a hint soon in the CC. If MRVC isn't warning, they must be getting sales from somewhere to make up for the LMNE shortfall.

To: Sector Investor who wrote (35887)	9/29/2001 3:32:57 PM
From: danofthebes	Read Replies (1) \| Respond to of 42804

Terabeam schizophrenia I'm a carrier, no I'm a technolgy provider...Terabeam is trying to be both and with the business models of any sort of broadband carrier/CLEC/carrier's carrier being eyed with skepticism if not outright derision regardless of technology (Teligent, WinStar, MFNX, GBLX, COVD, Rhythms, Northpoint, @Home...need I go on), new funding will be tough to get-especially for what is seen as an unproven technlogy in the carrier space. Got $500 M from Lucent. et al, $275 M left. The sugar daddy's pockets are empty, you aint as desirable as you used to be, and the only way to make what you got last is to scale back and control costs. I would say these layoffs are less due to competitive pressure than a CFO sleeping poorly.