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


To: mahler_one who wrote (41310)7/8/2003 11:34:17 AM
From: Greg h2o  Read Replies (1) | Respond to of 42804
 
can you say VDSL?
news.com.com
"Baby Bells in the near future will need to focus completely on growth. Despite crunching profit margins on these discounts, companies will need to grow DSL subscribers to maintain their relationships with their voice customers.

Analysts also raise the question of whether phone companies can stop the rise of cable and wireless phone services. One major weapon on cable's side is video, which phone companies do not have. The question will be whether phone companies will need to create or buy their own video programming service to remain competitive.

The Baby Bells "have to have eventually a video strategy because they're looking at their customer base losing line connections to wireless and cable telephony, and losing data to fixed wireless or cable modem," said In-Stat/MDR's Paxton. "