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

To: Kamil Nemr who wrote (7509)	3/3/1998 3:58:00 AM
From: Jack Colton	Read Replies (1) \| Respond to of 42804

I like to hook up my hartley oscillator to the input of my phono and turn the volume way up. Then I lay 10 each 8 by 10 color glossies of different networking companies' logos around a bar stool in the center of the room. I sit on the chair and start spinning around until I synchronize with the hartley oscillator. Then I flip off the stereo with my MRV laser IR remote, and slowly quit spinning around on my chair. Then, I sell my position in which ever stock symbol my left foot is pointing at and I purchase the stock pointed to by the right foot. No matter how I have put the logos the last three days, my right foot always lands on MRVC. (really the NBase logo) Look, they have lost a third of a Billion Dollars of market capitalization since October. They have over $100 million in the bank (after the read about Acquisition). They have some of the best switches in the market and THE BEST fiber components. They have Intel's backing. What they ain't got is Marketing! Someone's gonna teach them how to market, and someone's gonna get that third of a Billion Dollars back. Is it you? Nope! It's me..... Jack or you can call me dizzy

To: Kamil Nemr who wrote (7509)	3/3/1998 4:22:00 AM
From: Jack Colton	Respond to of 42804

Furthermore, the "Inventory Problem" was not intentional but it was predictable. It was another failed Marketing attempt. They filled up the integration channel with product hoping that the product would sell itself. The distributors (some were real systems integrators) were not able, as a group, to place the "free unless it is sold" inventory into customer networks, so after a 60 day "free" period, it was returned to the factory. Since that time, the price per port has been cut in half - to stay ahead of the competition. Somewhere I learned that about 50 cents of every dollar spent was for the marketing/sales of a product. MRV's previous successes were done on a much lower cost of sale, hence the still > 67% profitability of the product line. BAY, CSCO, NN, COMS can't touch what these guys can do with a dollar.