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 (7405)	2/28/1998 2:47:00 PM
From: JZGalt	Read Replies (1) of 42804

I'd imply that ASND would be in the teens. CSCO is making inroads into its RAS market (at least with analysts) and the margins in the whole group are coming down. That level of uncertainty in the future of the company related to the MAX TNT problems as well as the faux paus made by ASND public relations wise would have put it in analyst hell. Without CSCC merger and the strength in ATM equipment brought by CSCC, ASND would be roadkill. If you want an example of a company in the area that is struggling to move up, check out COMS. Some of the same reasoning applies to MRVC. MRVC is making strategic accretive acquisitions. Without those, they would be another no name network equipment supplier. Now if they could just attend that "how to handle the analysts" short course. ;-) ---- Dave

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