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: signist who wrote (6988)	2/8/1998 7:43:00 PM
From: STU	Respond to of 42804

Could someone please explain to me why MRVC needed to change their 4th Q report date frm 2/9 to 2/23. I just can not buy in to the idea the company needs more time to explain to shareholders the effects of xyplex. If I am spending $35milln I damn well better know what I am buying, and this I think is so, but what is happening behind the scenes for these next two weeks. I'm of the belief there is something major expected based on the runaway institutional volume on Weds last week. My bet is a major alliance. The companies business is in great shape and continues to drive forward with innovation. The additional sales force from Xypex should aid their expected drive in No. America in the enterprise areas. Their absorption of Fibronics and now the addition of xyplex should value the overall company much higher in the eyes of an acquirer. My take on the market is we are on a mini bull run with consistent volume over 600MM shares. Any thoughts?

To: signist who wrote (6988)	2/8/1998 11:11:00 PM
From: signist	Read Replies (1) \| Respond to of 42804

Lotan says that MRV is now a holding company itself. Xyplex becomes part of NBase, the networking unit of the company. He says the goal is to make NBase a small Cisco, and will target ISPs with Xyplex's products. He notes that ISPs are multiplying rather than disappearing, and that sales that would be small for a Cisco or Bay Networks will be important for MRV. You can reach this article directly here: techweb.com