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

To: Sector Investor who wrote (16000)	9/27/1999 10:34:00 PM
From: Regis McConnell	Respond to of 42804

Nice work Sector! Good to have some hardcopy to support my fantasies!;-) The Zuma products look to be enterprise MONSTERS! Regis

To: Sector Investor who wrote (16000)	9/27/1999 11:13:00 PM
From: signist	Read Replies (3) \| Respond to of 42804

Sector, Hypothetically, If/when Cisco invests in New Access, this should introduce the real MRVC to the public and wake-up the street. Once Cisco steps into MRV's life wouldn't it be reasonable to assume that Cisco should/could buy from MRV the solution to the out dated 500,000 routers out in the market that need to be updated? What would/could this do to the EPS? Just a fantasy of mine. John

To: Sector Investor who wrote (16000)	10/2/1999 1:43:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 42804

Sector, you certainly deserve to be commended for the work and diligence you put into your research. It boggles the mind to think of where you find the time for this. One thing that your charts do not show, however, is a metric which is both difficult to define and crucial in the buying process: Support. On-line and field support, specifically. What is MRV's present position on this crucial issue? How do they present such to end user organizations who, despite any transmission performance advantages that might be found in their products, would be reluctant to even begin negotiations unless their SLAs and mttr's could be met over such a vast assortment of product lines? I am not saying that no such agenda exists. And in all fairness, I really haven't given this close scrutiny in the past. Would you or anyone else here care to elaborate on this point? TIA. Regards, Frank Coluccio