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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 (862)11/28/1996 9:38:00 AM
From: Ernie Zambon   of 42804
 
Dan,

I still can't help myself feeling that MRVC going against the likes of CISCO
or 3com is kinda like Netscape vs Microsoft, or AMD vs Intel . Try as they
may the little guys sometimes just can't out flank the stronger opponents.
Will there be enough of a following to gain the respect of corporate
America ? This is critical for the future of MRVC. Take AMD for instance
they are comming out with their new processor the K6 I believe its called
and already HP and others have balked at the idea of switching to AMD.
Is there room or more importantly is there acceptance ? Can MRVC emerge
as a leader or perhaps carve out a niche that will sustain growth ? I dunno.

Happy Thanks giving to all
EZ
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