MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Dan Spillane who wrote (611)	11/7/1996 3:28:00 AM
From: Dan Ross	of 42804

i'm going to sleep after this last one. Dan, Do you think in the long-term, MRVC will purchase a fibre channel company. As we have seen, Cisco bought granite and positioned themselves nicely to make packages or one-stop shopping that is awesome. However, their growth rate has to slow down once they get this big in terms of revenues. The company has a ways to go on the upside, but MRV has alot more upside potential IMHO. How do you think that Cisco will affect MRV's future. I believe that 3com will falter. They say that they are offering ATM & gig-ethernet since applications vary. However, the 2 tend to work in competition with themselves so I see them as diverting their resources in 2 directions and cannot push in one direction such as MRV. Comments would be greatly appreciated. going to sleep.......... Dan Ross

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