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

To: Sector Investor who wrote (7162)	2/23/1998 10:44:00 PM
From: FARA	Read Replies (1) \| Respond to of 42804

Thanks for excellent summary of important points during the CC, Is there any chance you give me the number for CC, greatly appreciated.

To: Sector Investor who wrote (7162)	2/23/1998 11:53:00 PM
From: gyzniwa	Read Replies (2) \| Respond to of 42804

I just noticed that both Accounts Receivable and Inventories are up about 23 Million and Accounts Payable are up 19 Million.That seems as if it should be a big negative but no one seems to care.What is your take on this?Long MRVC and hoping for the best.Thanks,Bill

To: Sector Investor who wrote (7162)	2/24/1998 2:34:00 AM
From: Ronald D. Stange	Read Replies (3) \| Respond to of 42804

Sector, All RE: New Oak Communications Founded in 1966 with 43 employees has recently agreed to be acquired by BAY newoak.com Develops RAS switches for intra/internets. Provides for bandwidth management, authentication, routing, firewalls, and filtering capacity and regulates user access to corporate intanets. Initial product, an access switch, shipped in Nov. Other switch products are in development. Targets corporate networks and ISPs. Along with selling directly, sells through resellers and ISPs. Customers include 3M and the Sabre Group. Competes with CSCO, ASND and SHVA (and, of course, MRVC). That's all I have. Ron

To: Sector Investor who wrote (7162)	2/24/1998 3:35:00 AM
From: Dee Jay	Read Replies (1) \| Respond to of 42804

I agree with your assessment. There's one thing I want to stress and that is the barely contained enthusiasm for the new Xyplex product due out shortly. They made much of the fact that it is more sophisticated than the NewOak unit the analyst was touting - if you remember the CTO (whose accent really muddies one's understanding of what he was saying) very FIRMLY responded that it is a superior product, more technically advanced than the NewOak 2000 user product. Noam, as you reported, repeated that the product is stackable, 64 ports or no. Their integrated production, because they make the ASICs (I have that right, don't I?) means lower cost out the door and higher margins. I'm especially pleased that they are going after higher margin markets, beginning with the Xyplex RAS/RAC and the existing GE and other products. And the lower margin OEM sales, relatively speaking, are lessening as is the percentage of European sales vs N. American, where margins are again higher. With production facilities in 3 (?) locations and tax advantages in Israel for production there they really emulate some of the big guys, e g Intel which also has production facilities there and elsewhere. Very satisfied with the CC. Dee Jay