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: wang who wrote (246)	9/30/1996 9:08:00 PM
From: Sam	of 42804

Wang, I really do enjoy your comments. I dont wish to keep picking up on one line scenarios but you mentioned <<<Generally, other companies can catch up with MRVC's technology within a quarter or so.>>> This is true. But Wang you must admit that if MRVC is the first to the punch time and time again (first to develop and first to sell), then the company will gain great respect and a marketing edge on competitors. We have been hearing that other companies have 1 gig technology. Where were they at the Interop? It was my understanding MRV had the product on hand and working. You mentioned that we were fairly valued. I agree and would also add that if the earnings estimates are passed for this quarter, there will still be upside potential. MRV has the unenviable honor of keeping up the pace on earnings. So far the have not let us down, and I see nothing standing in their way of continuing this pace for some time to come. Regards, Sam

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