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

To: Greg h2o who wrote (9482)	7/24/1998 12:44:00 PM
From: signist	Respond to of 42804

a million thanks Greg h20 John You get My vote as the Best Post of the year!

To: Greg h2o who wrote (9482)	7/24/1998 1:08:00 PM
From: SJS	Read Replies (1) \| Respond to of 42804

What refreshing post. Now, for the brass ring: 1) Does Bear have a "Strong Buy" rating? (get my drift?) 2) Does anyone think they'll deliver an ST EPS upgrade if we do better than the street thinks?

To: Greg h2o who wrote (9482)	7/24/1998 2:05:00 PM
From: George Dawson	Read Replies (1) \| Respond to of 42804

"The company's successful launch of the Gigabit Ethernet backbone switches (now approx. 5% of revenues) has positioned the company well in the high-speed LAN backbone environment." Greg, Great information. I took this as the most significant part of future revenues since it is probably (along with WDM) the ramping high margin part of the business. Has anyone seen figures for total GE ports shipped per manufacturer and also who else is focusing on GE in the LAN for backbone switching? George D.

To: Greg h2o who wrote (9482)	7/24/1998 8:56:00 PM
From: Eric L.	Respond to of 42804

Thank you Greg H2O!

To: Greg h2o who wrote (9482)	7/25/1998 12:28:00 AM
From: Ronald D. Stange	Respond to of 42804

Greg: Thanks for the BEST update; it made my evening. Particularly liked *With its long-distance Gigabit speed capabilities, WDM technology, in addition to WAN access and routing software from Xyplex, MRV, in our view, has a potential to sell into the emerging carriers (CLEC, national ISP) market should the company establish the necessary channels through either partnerships** or acquisitions. And I would add European ISPs and the European equivalency to CLECs as Europe continues deregulation. Ron