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

To: Duffeck who wrote (38863)	4/29/2002 11:36:54 AM
From: Bridge Player	Read Replies (1) \| Respond to of 42804

I don't know what Noam meant either, Duff. I simply do not believe that Aranea will ever be successful in capturing a meaningful share of what has been described here as a huge market. Without checking back my impression is 5 to 10 billions within the next couple of years. I know overall demand for routers is down significantly. When it recovers IMO CW will NEVER capture even as much as 3-5% of that market. I truly hope to be proven wrong, but I predict that within 2 years, MRVC will withdraw from the high-end router market, and either sell the technology for peanuts (if lucky, recover their investment) or simply write off the investment. Prospective customers simply will not become major purchasers unless they believe the company will be around tomorrow, will survive, is financially strong, and has all the other attributes of a reliable supplier in addition to having good technology. To talk about a solid installed base and then have people wondering if they have really sold any, or how much, or ever got paid, etc. is, well, you say, MRV speak. I can think of other terms but hardly know which ones to use. To put it mildly, it is simply bs.