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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: Jack Colton who wrote (11991)2/3/1999 10:41:00 AM
From: Regis McConnell  Read Replies (1) of 42804
 
Your probably right Jack, I'm not hoping for a complete takeover as I believe the products that are coming out can clearly set us apart from many of our competitors. Besides, the stock is still priced as if we are about to enter chapter 11.;-( As for CSCO, who else is available that can provide the 'now how' they will require to get up to snuff on optics? Cienna, maybe, but they need to substantially build out their product offerings. As pigboy noted, they will have to do what is necessary, they blather on about Lucy's old circuit sales but fail to mention their own total lack of participation in fiber. How long can that go on? Products such as the AcceleRouter make it painfully clear just how far the next step will go..., a couple more steps & you are left behind. I really don't come across the co. that claims to "be the internet" when I do research in fiber.

Regis
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