MRV Communications (MRVC) opinions? Message Board

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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: Wesley Zega who wrote (7407)	2/28/1998 2:34:00 PM
From: Sector Investor	Read Replies (2) of 42804

No, Wesley. This is important for you to understand. ASND had BIG problems in RAS with 56K issues and TNT software glitches that would have aggravated their fall severely and delayed their recovery. RAS is still soft now until the new denser TNT with multimedia capabilities comes out in Q2 or Q3. The recent rebound in ASND is primarily due to CSCC's prospects and recent contracts, such as the NTT, Williams and AT&T contracts. ASND did fall to $22. Without CSCC, there is no doubt in my mind that they would have fallen to the teens and been slow to recover. No way would they be approaching $40 now without CSCC. The same thing applies to MRVC's Fibronics and Xyplex acquisitions. Believe me when I say that MRVC's prospects were significantly improved by Fibronics and will be improved again by the Xyplex acquisition. One MRVC acquisition per year is fine with me.

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