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

To: J. Conley who wrote (7993)	3/31/1998 11:45:00 PM
From: V	Read Replies (2) \| Respond to of 42804

What has Changed & Competition J. Conley wrote: >>The question I have is, what's changed? Hasn't there always been competition for MRVC. ..<< >>.. I do not believe it necessary for MRVC to slay CSCO, BAY, or any other company to continue to do well going forward...<< Agreed there has always been competition for MRVC and it has never been a market leader. But when the "big boys" (CSCO--BAY-COMS-INTC-LU-NT etc) start a slugfest and engage in a brutal fight for market share , the margins are going to be squeezed for everybody. The smaller players will be forced out or be bought out and there will be consolidation in the networking mfrs. just like in any other maturing sector of the economy.