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


To: Greg h2o who wrote (19137)2/22/2000 10:14:00 PM
From: Regis McConnell  Respond to of 42804
 
Who was it that said, "there's no such thing as bad publicity." Does it matter that it may have been Bella Lagosi, in Ed Wood?;-)

Actually thought those calling for beating earnings est, stock splits, ect... were a qtr. or so ahead of themselves, but who knows? MRV is making the correct infrastructure moves, dancing w/the right financing partners, & providing the kinds of incentive for their startup affiliates to succeed in areas that have little or no competition. Charlotte's is sounding more & more like the leader in its category. Zuma & NAC define their categories. Who is Hyperchannel's comp.in Europe?

Additionally in the past several weeks OA has established mfg., research, production, & sales in Korea, Taiwan, & China, all while doubling product offerings & capacity. We've cut out the 'dead wood' switches & will be able to compete w/any optics mfg. in the world, on both products & prices. Also, by broadening out into the passive components, we will better avoid the seasonal procurements that tend to effect the active lines of OA.

Did anybody notice the jump in the 'superconductor' cos. ISCO, SCON, & CDTS last week? Both Fischer & Tsui play w/those materials everyday. This has rarely played out the way many would script it, but this co. has now completely reinvented itself & going forward I like what I see.

Regis