MRV Communications (MRVC) opinions? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sector Investor who wrote (8252)	4/20/1998 9:28:00 PM
From: WebDrone	Read Replies (2) of 42804

Lots of stuff. Sector- thanks for the post. I was interested in all, but this part sticks out as reflecting my recent thoughts" ... 3) Strong indirect sales business In our opinion one of the key trends in the local area networking business is the importance that indirect sales channels have taken on. More and more sales of networking equipment is flowing through indirect sales channels, such as system/network integrators. In the high-end of the networking business no company has better relationships with the system/network integrators and VARs than Cisco... 4) Strong management ... We have seen at both Cabletron and Bay how difficult it is for new management that came in from other businesses to transition to the networking business... Jack- did you read my post 8243 about Nbase gear in a Xyplex black box? Can you comment on this? Are the dealers being taken care of? Regarding management- a) 3com- the Robotics deal and insider sell off gave be the creeps. I lost trust in Benhamou and co. b) Bay- Dr. House seems like a good guy, but inherited such a mess. c) Cabletron- Just a mess with no one left holding the bag. 3 of the big 4 may have trouble keeping their mind on business, with all the internal turmoil. I think there is opportunity. I am watchful of Intel. CSCO, mrvc does well in avoiding their turf. Big question- writeoff. Next question- Xyplex sales. Speculation- is MRV planning something great for Networld+InterOp? Edgeblaster? My thoughts have been- what networking company would I rather own? Everyone but Cisco and Intel seem to be having big problems at the top. Richard oh- did you see LU's announcement of their wireless LAN today? Neat idea. I wonder how they encode the data for security?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next