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

To: Eric L. who wrote (7605)	3/5/1998 9:04:00 PM
From: Eric L.	Read Replies (1) \| Respond to of 42804

The SmartMoney report w/ MRVC made it to CNBC yesterday. Anyone here see it? Subj: OH, MY GOD! I finally bought a winner! By: timetobuy Date: Mar 4 1998 3:19 P.M PST Reply To: Msg. 499 by Semidog I just saw the Smart Money report on CNBC. They picked 5 potential "Hall of Fame" (their term) technical stocks out of a list of 100... all have to have at least 250m capitalization. The commentator said "everyone likes a home run stock... one that will pay amazing dividends over the next decade...but they are hard to find... companies that are expected to gain annually for the next 5 years..." and the winners are (envelope, please) Ciena, Cisco, Vitesse Semiconductors, Xylan, and, last but not least... MRVC!!!!!!!!!!!!!!!!!!!!!!!!!!! messages.yahoo.com@m2.yahoo.com

To: Eric L. who wrote (7605)	3/5/1998 9:06:00 PM
From: SJS	Respond to of 42804

There could be a bidding war in the race to find new technologies and new markets to exploit. I keep being reminded of the INTC thrust into networking to find higher margin business to keep the sales machine going, and carve out a new line of business. These mid-size companies will be commanding high stock prices as they get gobbled up by the titans in their bid for comprehensive products/services. All of them want to become the one-stop shops to the corporate enterprises. INTC will continue to move aggressively into this area, and maybe will DELL, CPQ, MSFT. CSCO's already there.