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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: Greg h2o who wrote (10039)8/14/1998 12:55:00 PM
From: J. Conley  Read Replies (1) of 42804
 
Greg,

So, AT&T, WorldCom, and Sprint all say Ciena is not a lock and that they may name new vendors. Sprint says "it depends on price and
value, and what the product is".

"In Ciena's fiscal year ended Oct. 31, WorldCom and Sprint...contributed to a staggering 96% of the total (of Ciena's revenues." WorldCom quit buying equipment from Ciena in Feb.

The substance of the article sounds mildly positive for MRVC.

By the way, is LU still an OEM customer of MRVC.

jc
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