Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bridge Player who wrote (38931)	5/8/2002 5:27:58 PM
From: Greg h2o	Respond to of 42804

i think everyone is having problems in the router market... count JNPR on that list, as well. i will state, however, CW does have revenue contracts. they also do have currently happy customers (according to noam and gidi). evidently, their betas are doing well, also. when the router market turns, CW will likely get a piece of it... while it may be a small piece, it should be enough to make a difference. whether that amount is only $10mil this year or $50mil, i would be happy with continued movement in the right direction. in the current marketplace, i don't know if it makes much sense for MRV to spend a large amount of their marketing budget on CW. if they can continue to validate the technology behind CW, they can market it when the router market turns positive. i would think it would make more sense to use marketing dollars for components, fso and switches...but, as i've pointed out before, i'm not a marketing genius...