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: Sector Investor who wrote (11985)	2/3/1999 1:34:00 AM
From: Pigboy	Read Replies (1) of 42804

Sector, I think you are right on about CSCO, Sector. They publicly don't sound too gracious with their competitors, but I assume they know what is going on. They will make the appropriate acquisitions in the year ahead (~10) to get them somewhere in DWDM, Optically, and perhaps even with Fibre Channel. With the enterprise apparently slowing down (might not turn around till 2000 starts) CSCO always has to look for new growth areas in the build out of the Internet backbone. I think the key is to find the companies that have to get sucked up/bought out. Mrvc down at these prices seems like an interesting bet, but I kind of thought Intel would suck them up last year. Off topic, what are your favorite bets in the networking sector for pickings (ie. beaten down stock, excellent tech)? I've heard a lot about Juniper (private). Do you know if mrvc has similar stuff with their new products? thanks for any thoughts, pigboy

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