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

To: Greg h2o who wrote (36098)	10/5/2001 11:51:36 AM
From: kvkkc1	Read Replies (1) \| Respond to of 42804

I believe you on LMNE, and they're having their own problems, but the others seem to be speculation based on betas and other trials. If they are providing sales, and I'll grant you the fact that some of them are based on revenue claims, what is the contribution to earnings? This is the whole problem with the revised business plan. The way they thought they were going to increase shareholder value has gone to hell in a crappy optics market. Based on the articles I've read, the FTTH market isn't a high priority for the companies with the money. The CLECs that were basing their business on that type of service are going under or gone. I can tell you that I have cable modem and it is like heaven compared to dialup, but the market doesn't seem willing to pay the higher price that comes with the service.knc