MRV Communications (MRVC) opinions? Message Board

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?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (1030)	12/7/1996 12:47:00 AM
From: Young D.T. Nguyen	of 42804

Sam, Noam Lotan said that he will focus his time during this quarter ensuring higher sales and better efforts/results from MRVC sale staff. I think he is making trips around working with his sale people and perhaps doing some selling himself. I think the level of sale increase during this quarter will be indicative of the growth in quarters to come. So far, it's seems that folks like 3Coms and Cisco are getting all the actions in Fast Ethernet. I had no idea how prophetic my post #759 was. When people like Business Week starts to mention MRVC in their prints and spells the name correctly, it 's a very bullish sign indeed. By the way, I think the rev/EPS impacts of GigEther on MRVC or any networking companies in the foreseeable future are much overstated by many folks. The Fast Ethernet market is far bigger and is fast developing right now. If MRVC can get a significant share of the FE market, it will be in the big time $$$. If not, having GigEther is not going to help much, IMO. MRVC now is a very legitimate buyout candidate because of the acquisition of Fibronics. They now have the complete turnkey network solution and a complete networking business, not just making switches. I just hope that the company will not sell out cheap. Young

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next