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

To: Ronald D. Stange who wrote (6506)	12/16/1997 5:18:00 PM
From: Dan Spillane	Respond to of 42804

Excellent news. Keep in mind that MRVC really shined recently when it completely negated the two minor issues surrounding the "MRVC vs. Bay" question. That is, with the resolution of those, the MRVC switch is clearly faster and cheaper than the highly-touted Bay switch. (Apparently MRVC made some minor software changes.) Combined with increased marketing as you show below, the trend of MRVC gaining market share is likely accelerating. I should also comment on one more piece of news. Another of MRVC's competitors is experiencing extreme disruption which would give MRVC additional chance to get ahead. That is, Cabletron (CS). You said: Agreed. MRV is greatly increasing ads in InternetWeek especially when mag has article on GE and I particularly liked the full 2 page ad "Thinking BayStack (TM) 350T; Think NBase NH2016".