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

To: BlueCrab who wrote (7670)	3/11/1998 12:55:00 PM
From: STU	Read Replies (4) \| Respond to of 42804

I wish you people would stop harping on this relationship with INTC which dates back 2 years. There obviously no new relationships made recently to effect current business. Intels business with MRVC is probably less than 2% at this point. Our little company is growing this year to over $250MM in sales without new OEM relationships. This is better for the bottom line to direct sell. Lets not rehash old info, but look at the current positives. Remember, Noam said higher sequential earnings and sales for the quarter ending March 31. Thats 14 trading days from today!

To: BlueCrab who wrote (7670)	3/11/1998 4:27:00 PM
From: Dee Jay	Respond to of 42804

speaking of big vs small companies I read today that CSCO is expecting a lessening of demand from its big enterprise customers, with greater demand coming from the medium and small enterprise customers. Growing demand in MRVC's niche cannot hurt MRVC, and hearing from CSCO that growth is expected from that sector only validates MRVC's growing prospects, IMO. Is there reason to fear Cisco? Not with the price advantage NBase products have because there will always be those IT managers who look for a lower cost item that is fully interoperable with other products. Admittedly some will buy Cisco because it's a no-risk, no-brainer but that's far from a universal attitude. Cisco is aware that margins are much lower in that sector - with a demand dropoff on the larger equipment (higher margin) they can ill afford to cut prices on the other gear because of an accelerating effect on their bottom line - and they watch their share price as much as anyone else does. In fact, a Cisco notmeeting expectations would be hammered considerably more than an MRVC which is not fully priced. Dee Jay