Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan Peer who wrote (6569)	12/20/1997 10:13:00 AM
From: George Dawson	Read Replies (1) \| Respond to of 42804

Dan, I think this analysis, based on financial results of the top networkers, only looks at part of the picture. They have the concept that an end-to-end solution makes you most competitive. You can't look at this market segment without considering the telephone companies. I have looked at MCI in detail and if their efforts reflect what is happening in the industry, they are marketing serious end-to-end LAN/WAN solutions. They are also developing their data storage business. I think the telecos want to make up for lost time.