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


To: Greg h2o who wrote (41545)9/30/2003 10:32:17 AM
From: NDBFREE  Read Replies (1) | Respond to of 42804
 
My impression of OCPI is they have a fair amount of money in the bank, but 1 of the reasons is in past the Japanese company that owns much of the company underwrote much of the R&D versus lately it appears OCPI is spending much more on R&D which I take means less R&D funding from the Japanese company.

My impression is they are a component (SFM/GBIC) vendor and there are plenty of such vendors (that is reason Luminent sales are way off). Not a good place to be IMO.

Other thoughts/comments welcome.