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

To: Eric L. who wrote (8262)	4/20/1998 11:45:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<<Cisco, which excels with corporate customers, has recently trained its efforts on building business with carriers. However, AT&T's recent high-profile outage might center on a faulty data product from Cisco, which might bolster Ascend's (ASND:Nasdaq) position with carriers>> If you read the ASND thread daily as I do, you will see that CSCO is in the process of getting it's butt kicked royally in the WAN switch arena. They are about a year behind the curve with high end switching products - which the carriers want NOW. ASND is winning major contracts right and left - and these are long term ones too. This is not sinply one round that ASND is winning - it is a major battle, as customers, once won are very hard to be won back - especially with inferior products. So ASND is winning the WAN and MRVC is about to win the low end enterprise market. Interesting, eh? And interesting to potential acquirers, too.