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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: Sector Investor who wrote (10885)10/18/1998 10:00:00 AM
From: JZGalt  Read Replies (1) of 42804
 
<<Make your own decisions, of course.>>

Always. I understand the ASND analogy, but their Cascade acquisition was completely misunderstood as the driver into the WAN market. Perhaps the Fiber Driver is a big deal, perhaps it is just another "me too" product. It sure as heck can't be the non-starter ala Ciena or we all all toast.

I'd like to see some sense of where the company is going with the product vs. beating the street estimates at this point. That's what I meant by this quarters eps numbers don't matter. Just a different spin.
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