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

To: WebDrone who wrote (9141)	6/20/1998 5:22:00 PM
From: Frank A. Coluccio	Respond to of 42804

WebDrone, You say, >>I can't see that far ahead, but I can see that networking needs fiber optics like cars need good roads<< Maybe it's time to go back to the past, to examine the future. See the December of '92 Forbes ASAP Telecosm article written by George Gilder at: forbes.com It may be six years old, but it is far from dated. Enjoy, and Best Regards to All, Frank A. Coluccio

To: WebDrone who wrote (9141)	6/20/1998 5:44:00 PM
From: Drake	Respond to of 42804

Thanks, WebDrone. That's the kind of response I was hoping for. I really appreciate it. Most technical people do not know how to explain things in a non-technical way. It's really refreshing to get a civil response to sincere questions. All the best.

To: WebDrone who wrote (9141)	6/22/1998 12:32:00 AM
From: WebDrone	Respond to of 42804

More on Ericsson- Hey, this looks like some company I know. Nah, impossible. < June 22, 1998 Ericsson to Be 'Opportunistic,' But Price-Wary in Data Buys By MARK BOSLET Dow Jones Newswires PALO ALTO, Calif. -- Telecommunications-equipment maker L.M. Ericsson Telephone Co. said it intends to be "opportunistic" in acquiring data-networking technology. But the Swedish company said its sense of urgency to enter the market will be tempered by a desire not to overpay. "You feel some pressure to do something quickly," said Gary Pinkham, who as vice president of business development and data-networking solutions oversees Ericsson's data-networking business in the U.S. But in a market where company valuations are very high, Ericsson wants to be sure any purchase creates shareholder value, he said. In that vein, Mr. Pinkham said he hasn't talked about a possible combination with 3Com Corp. Rumors have been swirling around Wall Street that Ericsson may be poised to snatch up the maker of modems, network adapter cards and data-networking devices. Mr. Pinkham said he views 3Com's CoreBuilder gigabit switching technology as potentially interesting to Ericsson, as well as the company's U.S. Robotics component and its PalmPilot. But 3Com's exposure to network adapter cards, where technology is expected over time to be swept into a computer's central chips, is less attractive, he said. Mr. Pinkham said Ericsson is interested in four areas of data networking. They are access technology, such as remote-access concentrators and ADSL technology; transport technology, such as wave division multiplexing; asynchronous transfer mode, or ATM, edge and core switches; and Internet protocol technology, such as software and high-performance routers. In the wake of Northern Telecom Ltd.'s proposed acquisition of Bay Networks Inc., there is "a lot of hype going on in the marketplace," Pinkham said, and the list of major data-networking companies is getting shorter. In this environment, Mr. Pinkham continued, he expects Ascend Communications Inc. will be purchased. Wall Street expects companies such as Lucent Technologies Inc. and Tellabs Inc. to be interested. Ericsson, however, is not going to be pressured into making a purchase it doesn't think will fit, he said. In an interview with The Wall Street Journal, an Ericsson executive said the company is looking at 10 networking companies in the U.S. and has begun acquisition discussions with three, each in the several-hundred-million-dollar range. > MRVC is right there with everything... well, except for ATM... Does anyone follow Ericcson as an investment? I'm going to start looking in to them- maybe instead of going after the targets, I'll go after predators! R.

To: WebDrone who wrote (9141)	6/24/1998 12:39:00 AM
From: WebDrone	Read Replies (1) \| Respond to of 42804

June 15 news- EBV gets MRV franchise- hey, it's not much, but I haven't seen reference to this yet. This is the best of the OLD MRV news -- what does it mean?-- l pray the new MRVC news will continue to be as good as the last release. <June 15, 1998, TechWeb News EBV gets MRV franchise By MRV Communications, Chatsworth, Calif., has franchised EBV Electronics Inc., San Diego, to sell MRV's line of transceivers. With the deregulation of the data-communications industry, MRV has witnessed substantial growth and has partnered with EBV to assist with design support and materials management in North America, the company said. "The EBV sales force has an excellent grasp of our technology and its importance in the data-communications business," said Ken Ahmad, vice president of marketing and sales at MRV. "Between our products and EBV's marketing and distribution know-how, we'll be able to get considerable exposure to new and expanding markets," Ahmad added. As part of its introduction as a new EBV line, MRV will participate in the Marketing Innovative Products program. MRV's newest products will be showcased by EBV's technical sales engineers in quarterly presentations made around the country to customers' engineering design teams. MRV Communications Inc. manufactures LAN connectivity solutions and digital and linear fiber-optic transmission products for computer networks, telephony, and cable-TV communications. EBV Electronics is a specialist distributor of electronic components and a wholly owned subsidiary of the German giant VEBA Electronics. Copyright r 1998 CMP Media Inc.>