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

To: Sector Investor who wrote (10885)	10/17/1998 6:39:00 PM
From: His Pinkness	Read Replies (1) \| Respond to of 42804

Sector I think it is fairly common knowledge that the .12 estimate was purposely set low so that MRV could exceed that number. I haven't taken the time to evaluate your calculations, but it is a virtual certainty that MRV will beat the number by a few cents, maybe even a nickel.

To: Sector Investor who wrote (10885)	10/18/1998 10:00:00 AM
From: JZGalt	Read Replies (1) \| Respond to of 42804

<<Make your own decisions, of course.>> Always. I understand the ASND analogy, but their Cascade acquisition was completely misunderstood as the driver into the WAN market. Perhaps the Fiber Driver is a big deal, perhaps it is just another "me too" product. It sure as heck can't be the non-starter ala Ciena or we all all toast. I'd like to see some sense of where the company is going with the product vs. beating the street estimates at this point. That's what I meant by this quarters eps numbers don't matter. Just a different spin.