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

To: Richard Birecki who wrote (8882)	6/2/1998 7:29:00 PM
From: Michael H. Dragon	Respond to of 42804

Richard, On the fiber issue, though I have seen many adds in the trade magazines for n-base, I believe the add in the May issue of Fiberoptic Product News is the first I've seen for MRV Communications. "MRV Leads the way with Fiberoptic Connectivity" Mr. Mike

To: Richard Birecki who wrote (8882)	6/2/1998 8:49:00 PM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

Richard, I'm not sure that point #5 is a requirement for the sucessfull expansion of the fiber optic biz, most of the current growth seems to reside in the MSO/cable operators build outs to facilitate bidirectional via the cable already in the home. FTTC appears to only go in new construction projects, if at all. I would like to know the extent of MRVs biz w/TCI & Time Warner. Of course I could say that about most all MRVs customers, Didn't somebody recently state that MRV was to begin building digital modems? Is this a cable modem or a digital settop aka...SFA/GIC? SFA uses WDMs mfg. by Schott of Germany who owns the 2 planar mfg. patents for WDMs i've previously mentioned. As I understand it, MRVs tech is riding more in the arena of cable/wireless buildouts & competes w/the Sprints, ect...roll out of xdsl tech. I do know that TCI will spend billions of $$$ over the next 3yrs on its buildouts & upgrades of current cable facilities. Do ya like the Bulls or the Jazz? Regis Regis