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


To: mahler_one who wrote (36153)10/7/2001 8:49:20 PM
From: Sector Investor  Read Replies (2) | Respond to of 42804
 
<<why isn't another company buying CW for this great product, >>

You just never know what is happening behind the scenes. You might be surprised.

<<or why isn't the CW product garnering sales that can be announced?>>

This is a cut-throat market. If they know who is testing Aranea, an established big player is QUITE CAPABLE of coming in and offering product at fire sale prices, even at a loss, just to take that customer away from the startup.

These tests with carriers can take a LONG time. IMO, any test time prior to March 15th (the date of their new SW release) doesn't really count. It was just a time to find out where the holes were and fix them. As I pointed out in a prior post, these tests are not for 1-2 boxes. Carriers don't mix-match core routers. This is for ALL the core routers with a customer going forward. The stakes are high. I wouldn't say a word either until the contracts were physically in my hand.