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

To: Mike Winn who wrote (6410)12/13/1997 3:23:00 PM
From: Dan Spillane  Read Replies (3) | Respond to of 42804
 
I'm most interested in the position of the stock right now (near 52-week low) against the fact that the CEO just told us Asian revenues are on target, and also the other news that MRVC has gained market share. Let me ask a few people on this board how they feel...are they hedged with short positions or puts? Or, do they just watch equity evaporate?

Dan



To: Mike Winn who wrote (6410)12/13/1997 6:19:00 PM
From: Ronald D. Stange  Read Replies (2) | Respond to of 42804
 
Mike:

<Lucent just bought out Ipsilon>

I believe LU bought out Prominent; Gig switch maker (Base Price $20-45K; not much bang for the buck). See:http://www.prominet.com/product/product.htm

Nokia bought Ipsilon.

When I asked Noam after the meeting about the competitive aspects of these transactions he replied that LU is a big company and they might not be able to focus on everything although they have good carrier relationships. He didn't seem that concerned about the Ipsilon switch or deal.

When John asked Noam about MRV IP Switch patent application. He stated that it utilized "harbor based routing" Do you know what that is? The advantages of the patent were 1)Non-proprietary, 2) low cost to implement and 3) another point that's not in my notes (may John could help out here from his taping of the meeting. All in all, he was very enthusiastic about the incorporation of IP functionality in all MRV switches (re: QoS issues).

Ron



To: Mike Winn who wrote (6410)12/13/1997 9:49:00 PM
From: Sector Investor  Read Replies (1) | Respond to of 42804
 
<< If MRV can get QoS for GE, that will be the kiss of death for ATM.>>

Not true at all - unless you mean only in the LAN space. ATM will
continue to grow in the WAN space, and GE will not penetrate there.



To: Mike Winn who wrote (6410)12/14/1997 7:19:00 PM
From: Dee Jay  Respond to of 42804
 
Mike, I totally agree...we can expect big things for MRV as it pursues and QoS and Direct IP.
Dee Jay


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