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

To: Robert G. Harrell who wrote (10741)	9/15/1998 11:34:00 AM
From: Eric Jorgenson	Respond to of 42804

Sales opportunities in China still appear strong according to Cisco CEO; staffing in Asia is expanding despite drop in sales in Japan and South Korea; growth rate for Cisco's sales in China is 70%. Message 5751994

To: Robert G. Harrell who wrote (10741)	9/16/1998 10:08:00 PM
From: Marty Lee	Respond to of 42804

Robert! Zacks uses a proprietary model for deriving their ratings, as you say. It is also rote and feckless in and of itself. It reports the "past" too late and portends little information affecting the future. You read what others (a couple of anal-ists) are "up to" as they invest in the "big boys." MRVC is not likely to be overtaken by CSCO as the latter can't supply demand and will never have an edge on technology for long let alone on marketing expertise. That's why MRVC has been growing so fast in this industry group. There's a lot of room to move around in. Your friend, Marty