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: EdR who wrote (433)	10/16/1996 11:41:00 PM
From: Sam	of 42804

Ed to try and answer one of your questions......... <<Is it possible that MRVC has also been able to cut into that pie?>> My simple answer is... I am betting on it. My own speculation is that MRVC has cut their slice into the pie. They may not have the chunk that the giants have, but there is enough of the pie to go around. Just look around us everyone. 3Com attributing their increase to products directly related to MRVC's. Ed's post basically saying BAY screwed up in the fast ethernet market. Intel showing higher earnings coupled with Dans post of expanding their staff, again related to our field of products. The third quarter is the first full quarter of sales on the MegaSwitch 2. Full quarters sales to Intel. Management directing our company into a broader products range along with an expanded sales staff. The start of shipping the 1gig switch is right around the corner and MRVC will probably be the first on the market. A new alliance with Fujitsu(though I am unsure when shipping will begin). Global sales at approximately 40% (old number it may be different now). Thats just the major accomplishments we have brought up in here one at a time. When you start placing all the pieces of the puzzle together it really becomes impressive. Remember there is still the possibility that we may not see sequential earnings like we are used to, but when you combine the information together we have for the third quarter, it has a tendency to make me lean the other way barring any one time expenses. Best Regards, Sam

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