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

To: SJS who wrote (8912)	6/3/1998 6:46:00 PM
From: Ronald D. Stange	Read Replies (4) \| Respond to of 42804

What I see clouding this "vision" thing is the notorious billing issue. Esrey is on TV saying he is negotiating with LECs for space in Central Offices (very prime real estate) for his little "meter readers". (Heck, Sprint and other IXCs cannot even get reasonably priced access from the LECs.) Now, Esrey wants space for his "billing boxes" in the CO to reduce long distance charges by 70%, etc. by offering ION. So the LECs, NOT being interested in long distance service, video-on-demand, I-net access, etc. are going to price this real estate to Sprint's advantage. I think not. They, too, can "add value" to their existing copper wire plant while slowly adding FTTC -spending $60-100B so that 80% of residences have fiber by the year 2020. GO SPRINT, get those LEC contracts; at least, You were willing to propose a network paradigm and make T and WCOM/MCI work for their margins. Ron