MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Sector Investor who wrote (13761)	6/3/1999 10:31:00 AM
From: JZGalt	Read Replies (1) of 42804

His book is really sleep inducing. Quick summary is that "in place" industries are subject to technology disruptions from fringe areas where the margins and the markets are relative small compared to large companies existing products. Uses extensive research from disk drive industry. The reason smaller companies can exploit this weakness is they have little or no product for sale and they aren't suicidal enough to go up against the Gorilla's of the industry. The successful small companies find a niche not being served or a technology passed over by middle management of the Gorilla. Once technology is developed and sold into the niche market (which is willing to pay a premium for the unique nature of the product) it becomes more mainstream and the Gorilla can't react fast enough to gain market share from the upstart company. Duh! Christensen has big fans in Andy Grove and George Gilder. Go to the local bookstore and read the valuable areas in about 1/2 hour. Highlighted in Forbes back a month or so. Book of month at confirmatoryanalysis.com

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