MRV Communications (MRVC) opinions? Message Board

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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: delmarbill who wrote (19995)	4/3/2000 5:23:00 PM
From: akmike	Read Replies (1) of 42804

I can't comment about the size of the market for the two different products but my opinion is that the optical transceiver has less competition at the moment. Redback is well entrenched in the subscriber management system segment and it should take a little time to eat into their share. It is very promising that this process has commenced. On another topic, it is very hard to time the next run-up. Many other tech stocks have been killed here and there will be serious competition for the first wave of "reentering $". Many professionals, such as Greg, will want to see a reversal before they spend any cash resources. FWIW I believe that as the market begins to focus on fundamentals such as real revenue acceleration and cash flow growth MRVC will be well-positioned to deliver compared to many of the players out there. Thank heavens, we don't need to go the market for cash to stay in business like some of the "internuts".

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