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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?


To: Sector Investor who wrote (14110)6/24/1999 9:35:00 AM
From: Greg h2o  Respond to of 42804
 
my guess is mrv has probably been talking to someone else about their institutional banking needs, so the feelings (and wallets) of the current firms are smarting a little....
greg



To: Sector Investor who wrote (14110)6/24/1999 9:46:00 AM
From: Greg h2o  Read Replies (1) | Respond to of 42804
 
recieved a fax from mrv this am...too dirty to scan, but i'll summarize:

First part was the article regarding the superquest awards... i think everyone was aware of MRV win in the wireless technology category-- won for its wireless traffic driver, a system that uses WDM technology to deliver up to 4Gbits/s of data over 1 killometer of open space....

Also, honorable mention in the optical networking category went to New Access Comm. for MetroFusion, a DMDM system designed specifically for IP routing properties....

The next part of the fax was an article from NewMedia that summarizes the products from New Access, Nbase-Xyplex, and Charlotte's Web Networks.... the interesting thing is it doesn't mention the company MRVC anywhere! hmmmmmm..... this one i'll try to scan.
greg



To: Sector Investor who wrote (14110)6/24/1999 11:27:00 AM
From: cmg  Read Replies (1) | Respond to of 42804
 
Sector,
You said: " But in the Q4 and again in the Q1 Conference calls, he questioned their vertical integration strategy - go figure."

Couldn't agree with you more.....Rao got burned with mrvc before and there in lies the problem......RAO is a tainted analyst with mrvc...cmg