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: Wesley Zega who wrote (7411)	2/28/1998 5:15:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

We'll have to agree to disagree. RAS is still slow and the latest Dell'Oro repord out (still Q3) has ASND losing market share to both COMS and CSCO. Without CSCC, market perception of ASND would be crapola right about now and continuing until new products (Q2) and contracts (last RAS one was UUNET in September). Then again, ASND's new RAS products will be Better because of CSCC technology (different modules available), so ASND would still be struggling. Remember the market can be harsh. It took FORE all the way to $10 from $40, MADGF to $4 from $30s, CSCC to $24 from $80, etc.