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

To: Matt Webster who wrote (8972)	6/10/1998 12:34:00 AM
From: George Dawson	Respond to of 42804

Matt, No dispute from me. Personally I would like to see DWDM to GE backbones, but as long as people are into ATM - why not give them what they want? George D.

To: Matt Webster who wrote (8972)	6/10/1998 7:33:00 AM
From: Sector Investor	Respond to of 42804

Matt, I have long felt that an ASND-MRVC combo makes sense. It has been pointed out on the ASND thread that ASND is basically only doing RAS and WAN ATM/FR switches (plus GRF). Those two areas may not protect them long term if one or the other should turn sour for them. Their best protection is to be a broad spectrum networker. MRVC would give them that. They could also use MRVC's fiber and ASIC design capabilities, FTTC market, and European customer base. For MRVC, ASND has access to many large customers and sales channels, especially domestic for their DWDM based products. Both companies are lean and growing explosively, with little legacy baggage, and a merged entity would dominate over BAY, COMS and CS and give CSCO a strong run for their money. It would also of course, as you pointed out, actually increase ASND's attractiveness for acquisition by some bigger fish. It make sense to me.

To: Matt Webster who wrote (8972)	6/10/1998 9:20:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

Matt, the only problem with that scenario is that MRV management has openly stated they are not willing to be acquired. I think they are very closed minded about this. Consider management is a bunch of techs who think their products are better than everyone else's and they will one day own the entire market because of this superiority. Ridiculous as this may sound, this is the impression I got from speaking to Noam. Look for more product innovations, more debt or equity to fund these innovations, and more than likely increased PR to help investors understand these innovations and how they will one day help us line our pockets...if we're patient. Of course, when earnings increase over 40% year over year, you'd think the stock would do something on its own, wouldn't you? greg