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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: akmike who wrote (12017)2/4/1999 7:44:00 AM
From: Sector Investor  Read Replies (2) of 42804
 
<<Noam talked last year of an alliance announcement in 1Q99. You've pointed out how crucial this is for MRV to capture an appropriate market share for their superb technology. We are almost halfway through 1Q- do you see any sign of such an alliance? You wouldn't think that it would take the awards to generate such an alliance.>>

Thanks for the compliment.

In my notes, I have "Strategic partners around mid-1999" not Q1. For Q1 I had "product announcements", which we got.

<<Which companies do you think are prospects?>>

Speculation again.

INTC makes sense, as does Siemans. Also LU-ASND, even CSCO should be interested. Others? I don't see why they need to restrict to one company, either.
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