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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: Tae Spam Kim who wrote (139)8/23/1996 10:00:00 AM
From: George Young   of 42804
 
Tae,

I think your response was much more rational than what many here have been saying. I do think it is reasonable that MRVC can go to a market cap of $2 to $4 billion. Look at Xylan, it had a market cap of $2b at its IPO! All I was saying is that there are a lot of people here who are predicting that MRV will "own" the switching market and this just isn't going to happen. However, the small/medium office market is over 20 million locations. That is a lot of switches and I think the Intel relationship will really help in this area.

I just wanted to try to bring a little sanity to some of the claims made here which I think were overstated. Thanks for your comments.

George
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