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: hedgeclipper who wrote (41940)	3/3/2004 12:02:35 PM
From: Dee Jay	Read Replies (1) of 42804

not to be a naysayer but I just wonder how aggressive power generating companies are in marketing terms...I'm not speaking of energy trading companies (the ones that still exist) but the generators and deliverers of electricity. I don't perceive them to be risk takers but then it won't require a huge amount of money to roll out the service, not in terms of capex. But having the gear and the ability to deliver isn't the same as having a viable business - for that you need aggressive and sustained marketing ability, including a branding strategy. When was the last time you saw "Mirant Brand electricity" or some such? Dealing with a highly competitive marketplace just isn't something power companies have had to deal with - and there are many providers of this service in any given marketplace. But if they can give the customer 1 megabit service for $24.95 a month, asymetrical or symmetrical, then they can "own" the market, just so long as they can get the message out, self-installation is feasible, etc. Just some quick impressions that came to mind... Dee Jay

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