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

To: Robert G. Harrell who wrote (9825)	8/2/1998 9:41:00 PM
From: Sector Investor	Respond to of 42804

<<The CFO, I assume correctly, said you couldn't separate out Xyplex sales because the companies were totally merged but when pressed, gave the figure of, I think, $5.2 mil from Xyplex.>> You mis-heard that. If you have a tape, listen to it again. The $5.2 million was for Q1, not Q2. Xyplex as it was in Q1 does not exist anymore. MRVC commented much about the "streamlining" of Xyplex. The elimination of staff, legacy products and inventory, facilities, management, etc. They cut out a lot of legacy products - and revenue. MRVC is absolutely correct in saying they can no longer separate out Xyplex sales, as they sell NBase products too.

To: Robert G. Harrell who wrote (9825)	8/2/1998 9:42:00 PM
From: Seth Leyton	Read Replies (2) \| Respond to of 42804

Bob, the momentum is with the large companies. MRV is rolling out two new technologies; one was rolled out in end Q2, the other in Q3. These are the VPN and DWDM as I know them. They are a part of a new niche for the company and totally in line with what management has been representing as their expectations. The market for these two technologies is enormous. 20 Billion by 2000 to be exact (from the CC as well.) The pinks of the world are just getting under people's skin finally. To be right for the wrong reasons is luck. If there was really a big bet out there against the company the short position would be much larger. Most people own this stock in a way that makes it borrowable. Therefore there is plenty of supply. What will move this company is institutional buying. It is on the radar screens of some serious players. It has been before. The IR firm admits it's like starting from scratch. But they have pulled companies around before and will do it again. They are good.