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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: Dan Spillane who wrote (2588)3/19/1997 9:20:00 PM
From: bobby beara   of 42804
 
Dan,

After reading the Adobe Acrobat file from the nbase germany web site: nbase.de

. . . . my understanding is the Gig Ether will first be implemented as a network backbone. That the 10/100/1000 transition is seamless.

This strategy, along with Direct IP switching is exciting (from my limited technology understanding)

Please fill me in on why the street lumps MRV in with the rest of the troubled networkers. I know the stories about the dumb money managers who don't know a microchip from a potato chip, but I don't buy it. I make the spare time to research the technology, for my own purposes. These guys have big budgets & staffs.

Is the street worried that Noam, et al, don't have the track record, to take a company to the next level?

It certainly seems to me they have the all important technology lead.

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