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

To: James Calladine who wrote (23685)	9/11/2000 1:20:42 PM
From: kvkkc1	Respond to of 42804

Agree.knc

To: James Calladine who wrote (23685)	9/11/2000 1:38:51 PM
From: Sector Investor	Respond to of 42804

<<Definitely less than perfect management, but they HAVE done something right,otherwise the stock would be back at $6 presplit.>> Exactly right. Part of the package you buy when you buy MRVC is the management style and lack of news. If people can't take that, they should sell and move on. The big guys (NT, LU, CSCO, etc) own the big market shares, but they DON'T have the best technology - not even close. Even an up and comer like JNPR has to be worried (even while they are currently taking market share from CSCO). Their top of the line M160 router, while several times faster than CSCO's 12016, is still 2 1/2 times SLOWER than CWNT's BASE product - and CWNT scales from there and handles ATM and TDM Voice instead of just IP based traffic. Stealth is an absolute requirement until contracts have been WON, as the Big guys can "steal" them from you even at the last minute with price reductions, vaporware "promises" made to senior execs, and who knows what else. I have seen inferior technology win several times in my working career, even when the techs all recommended the superior technology (which had passed all tests). Once this happened, and we (techs and middle management) couldn't understand it. We found out a year later, the equipment that was about to lose out had already been delivered to the dock. When salesmen's commissions (or potential loss) are involved, it is amazing how the IT head honcho can "suddenly" change his mind.