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

To: thereinman who wrote (36156)	10/7/2001 9:54:07 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<“The so-called capacity glut is a chimera,” says Insight president Robert Rosenberg. “It’s a mythical creature invented by the investment community because they couldn’t justify their inability to distinguish between the long-term telecom infrastructure investments needed to meet forecasted demand and the short-term market development capital that was thrown at ‘new economy’ dot-coms. Our analysis suggests that over the next five years a tremendous investment in switching systems will be required or the network will choke on its own traffic—and we just don’t believe that is going to be allowed to happen.” >> I've never believed otherwise.