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

To: Grommit who wrote (10583)	9/1/1998 2:01:00 AM
From: Eric Jorgenson	Read Replies (1) \| Respond to of 42804

Conference call thoughts-- 1) The DWDM market has significant potential. A lot has been posted throughout SI on DWDM that I think you'll find helpful. Do a text-search on DWDM. Here's a few that stood out based on a quick scan-- techstocks.com techstocks.com techstocks.com techstocks.com 2) Although beta testing is underway for MRV's DWDM products, the delay of their launch into Q4 is a major contributor to this year's shortfall. Additional contributors--delayed sales of other MRV products that will accompany DWDM orders, pricing pressure on low end products. Of the competitors in this arena, Intel is likely applying the most pressure in my opinion (to spur demand for leading edge CPUs) and obviously this won't be going away. High end products aren't susceptible to this pressure (which also works to Intel's favor since development of next-generation networking products becomes crucial to survival of networking companies). Concerns about the global economy may be delaying purchases in Europe. If true, this would be a short term positive in my opinion given the two month delay in MRV's launch of DWDM products, although a problem if purchase delays were to drag on. 3) MRV's dynamic DWDM product development (due for beta testing in the first half of 1999) is ahead of schedule. Excellent news. Background on dynamic DWDM: techstocks.com 4) The fiber optics side of the business continues to provide excellent diversification of the product portfolio and continues to see healthy growth.