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: whitephosphorus who wrote (14959)	8/10/1999 9:06:00 AM
From: Sector Investor	Read Replies (3) of 42804

<<LU and CSCO are planning to dominate the world.>> <<but are there any customers/partners left to acquire.>> Do they have the whole world locked up as customers? Do they make enough product (and bandwidth) to supply the entire world's needs? They can't now (not even close) and bandwidth growth exceeds their growth by a huge factor. Do they have the best technology in all products - or even MAKE all products people need - and people don't care about inferior products? Does EVERYONE buy from CSCO or LU just because of their name? Is noone in the world price sensitive and is everyone is willing to pay CSCO's prices? The answer to all of the above - and several more questions like these is: NO. There is a BIG difference from "dominating" to "monopoly"

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