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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: signist who wrote (6630)12/29/1997 7:57:00 PM
From: craig crawford  Read Replies (2) of 42804
 
<< If anyone has anything negative to contribute and can back it up with facts please share them with us. >>

Let's start off with the annoying spreads. Makes me think twice about trading this stock.

Next let's move on to size. This company is so small that they can suffer the whims of the bigger players. Did you see the way C$CO crushed the likes of BAY, ASND, CS, COMS, etc? The same can happen to MRVC. They are not immune to competition from the big guys. In fact it looks like there is fierce pricing in fast ethernet switching. Isn't this a large portion of their business?

And please guys. Don't give me arguments about how MRVC can manuever around the big guys and carve out a niche. If there are any exciting markets that MRVC supplies you can bet that the big guys will want in.

I would buy back in if this company had a sophisticated WDM product to offer. They have been involved with fiber products for years, so I don't see why they didn't see the huge WDM wave coming and take advantage of it before.
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