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

To: Sector Investor who wrote (7406)	2/28/1998 1:46:00 PM
From: Wesley Zega	Read Replies (2) \| Respond to of 42804

>>>I'll post to the ASND thread and ask for responses to prove it to you.<<< I don't think that's necessary - were talking about MRVC here. Besides the price theory will, of course, be opinions that will be as equally valid as mine.

To: Sector Investor who wrote (7406)	2/28/1998 3:04:00 PM
From: Dee Jay	Respond to of 42804

"I'll post to the ASND thread and ask for responses to prove it to you" Here's one right now: ASND proved to be extremely astute in acquiring CSCC because of the increasing competition in the RAS/RAC market they once dominated, AND CSCC's products allowed them to say they are an end-to-end supplier to the telco/RBOC/CLEC market where margins are much higher than with RAS/RAC, especially now that Cisco is buying its way into market share. Without the completeness of offerings the Cisco move in a frontal assault aimed specifically as ASND would have driven the price down very substantially...to the teens? One will never know BUT ASND has stated that the RAS/RAC revenues are flat with declining margins so it's obvious that the CSCC product line is making a huge difference. In fact the merger was a master stroke, a measure of the brilliance of the management which, OTOH, has/had stumbled badly in its relations with the Street. MRVC is a mini-end to end supplier now with the Xyplex acquisition; the new offerings Xyplex brings to the table remain to be seen in terms of competing with the Ciscos and Ascends of the world but MRVC has a niche in providing good feature sets at lower cost than the competition in the small to mid-size customer sector so look for Xyplex's product to be in that niche as well. I guess this is repetitive with Dave's and Sector's responses but we all seem to share the same view, essentially. IMHO Dee Jay