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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST
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To: VivB who wrote (11317)11/30/1998 7:59:00 PM
From: Jack Colton   of 42804
 
Thanks for the Pronetlink info. I had not heard of them before, but it looks like something I want to check out.

I've done business with CheckPoint, RAD (and almost all of their subs.) and MRV. RAD has some of the best widgets in the world for solving various WAN and LAN situations. They are kind of like MRV having some of the best widgets in the world for Fiber to Whatever.

Both companies, however, have made the "barrier to entry" for reselling their products very low. A lot of the higher-end systems integrators don't want to introduce products (that are widely distributed by low end integrators) into their bigger accounts, if the possibility exists of losing an order for $600,000 of networking gear to an integrator that has nothing more invested than 'the trunk of his car.'

But, I am loading up on MRVC right now, because I suspect we are about to see a good correction.

jc
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