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

To: Cymeed who wrote (6580)	12/21/1997 10:42:00 AM
From: WBendus	Respond to of 42804

Cymeed, I forgot a major part of the concoction of catalysts which have driven this stock lower, Asia. MRVC does have a fairly sizable part of its business in that region and specifically in Japan and S. Korea. 14% seems to come into my head as a figure which represents its percentage of total sale last quarter and a large part of the growth that was expected for MRVC, I believe was expected to come from that region. I am not sure of the exact percentages of sales the Asian area is but perhaps somebody who knows exactly can share that figure with you. Many companies in the tecnology arena are talking about increased demand in Europe and N. America, demand that is helping to offset some of the shortfalls in Asia. BAY is a company in the networking area that has stated this that is their case. As far as companies that are offering end-to-end solutions, there are two in my opinion that are doing a reasonable job of it at this point in time, the all loved and extremely over priced CSCO and the recovery story BAY. There are others, perhaps COMS, ASND and CS, but these companies are experiencing significant transition problems and may be loosing significant market share as a result. LU, NT and NN are also potential candidates for the end-to-end solution in networking. My personal favorite at the moment is BAY because of its recovery story, new management, new products and cheap valuation relative to its peers. I am currently working on a report of the networking industry, in particualar those companies that are providing end-to-end solutions and some of those that have cheap valuations and generally positive fundamentals like MRVC. I've got a lot of work to do for this report and do not expect to have it completed until the new year but on the surface I expect that MRVC and BAY are going to get the green light. Wayde.