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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (9947)	10/25/2001 6:55:18 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 23153

Hi Michael, Re: CORV ~ Just painting with a broad brush here, how can CORV prosper if its main customers like Broadwing and WCG seem to be doing so poorly? Something isn't adding up here, except for the number of sweetheart stock deals that Dr. Huber uses to juice his sales figures. -Ray

To: The Ox who wrote (9947)	10/25/2001 9:46:41 PM
From: aerosappy	Read Replies (1) \| Respond to of 23153

CORV ==> comments from RealMoney.com and TheStreet.com Fallen Telecom Stars Can't Muster Much Shine [10/22/01] thestreet.com These days, companies like CORV, SCMR and AVCI have viable products and great technologies, but no demand. All three companies developed cutting-edge telecommunications technologies focusing on the core of the network -- exactly the place where no money is being spent. Once cherished by investors, these fallen stars are having a tough time trying to shine because no one is buying their products. Let's take 'em one by one. CORV has the best long-haul platform, which carries voice and data information over long distances, but it came late to the party. By the time its long-haul platform was ready, next-generation long-haul carriers like LVLT, GX, and Qwest had pretty much completed their buildouts and/or had committed to other platforms. And Corvis' platform is just that: a platform. It's not like the overbuilders can buy a single switch here or there to throw into their networks. They're either going to buy the Corvis platform or they're not. Because different platforms can factor into the entire design of the network -- and these carriers had plowed their not-so-hard-earned billions into Ciena's, Nortel's and Sycamore's long-haul platforms -- just about everyone but Broadwing chose the latter. ============================= The Hurtin' Thirty: Part 5 [8/24/01] thestreet.com Corvis: Long-haul fiber-optic plays were the rage a year ago, now, I mean, hello, they grow on trees. Worse, they fall from trees like dead leaves come the fall. Maybe someone will buy Corvis one day but I bet it's for less than it sells for. ================================== Nasty Shakeout Awaits Once-Hot Networkers [10/15/01] thestreet.com Winner: JNPR Survivors: CIEN, TLAB, AFCI, EXTR, SONS & ONIS Losers: SCMR, FDRY, RBAK & CORV