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

To: STU who wrote (7633)	3/8/1998 11:41:00 PM
From: STU	Read Replies (1) \| Respond to of 42804

I have been watching the trades in the stock over the last week. It certainly appears ready to expload. With an average daily trading volume of over 10% of the stocks float trading and much of the stock being placed into longer term accounts, the most likely moves once institutional action begins is larger steps towards the upside. There is electricity in the air as the road show is moving forward this week. The additional cities that have been added tells me greater institutional interest is beginning. A clear sign will be the number of block trades we see in the stock this week. Monday should begin to prove this strength as we are challenged by the CPQ news from Friday, but I believe MRVC is not subject to this weakness. As the stock trades off, there appears many new buyers on the sidelines. With all the great news coming forth from the old divisions and as the new Xyplex acquisition developes over the next 2 quarters, investors are realizing how undervalued the company is. Remember, MRVC had the lowest market cap of the top 5 stocks picked for the next ten years. Over the next 60 days we should see additional 13G filings for institutions having in excess of 5%. Lets not forget how easy it would be to take control of the company since management is equal to 25%. What investor wouldn't take $50 now?

To: STU who wrote (7633)	3/8/1998 11:41:00 PM
From: lbs	Read Replies (1) \| Respond to of 42804

While I am very interested in MRVC, I am not as optimistic as those on this thread. I think that INTC entering the networking business could have a very big impact on the market. Their new switch the Express 510T was an editors choice in a recent industry review( I can't remember which one.)Even if they don't have great success in selling switches, they have the ability to put the market under tremendous pricing pressure. Look at NIC and what happened to 3com. Their new hub product also has been getting great reviews. While the Xyplex acquisition looks promising because it extends MRVCs product line so that it is now end to end from the edge of the WAN to the LAn, the sales at Xyplex have declined from 120 million, to 80 million to a predicted 40-50 million this year. Not exactly momentum. Why would an IT manager risk buying a MRVC solution instead of a Cisco solution. Even if it is cheaper, if it does not work out, it is his or her job on the line. No one will get fired for buying CSCO. Finally, Nbase products have not been getting good reviews. Their Autonegtiating 10/100 switch was the only one that had problems in a number of different areas in the March 01 review in Network Computing. The new NH3016 MegaSwitch G was given poor marks in PC Week 12/08/97 with the review saying that IT managers should spend more money for the comparable Bay product. Any comments?