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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: Tae Spam Kim who wrote (129)8/22/1996 9:42:00 AM
From: George Young   of 42804
 
Tae,

I don't think you responded to anything I said. Of course I am aware that MRV sells through the NBase name. SO WHAT? The truth remains that they have yet to penetrate any significant accounts, only low end. The facts also remain that Cisco 3Com and Bay have tons more people on the street that MRV. Fujitsu and Intel are non-players in the internetworking market. Ask them for the list of their Fortune 500 accounts for internetworking (not PC's, NIC cards or PBX's).

I know for a fact that the "big three" have had individual switching deals with a single company that were for over $50 million. They will continue to get huge deals like these because they have the relationships with their customers that the customer will bet their network on them. MRV doesn't have that and Intel and Fujitsu don't either (at least not in this area).

If you all want to just cheer "yea MRV" on this board, fine. I don't own MRV but I think I do know a lot about the industry and figured I'd offer some insight to the poor non-techies who listen to this hype. Hope you all make a killing, but I wouldn't bet on it.
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