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

To: Regis McConnell who wrote (11767)	1/26/1999 2:25:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<Optics & ASICs are heading right down MRV lane>> Well said. Some of the trends in MRVC's favor are: 1) Need for (much) faster networks to allow VPNs, voice+data integration, multimedia applications such as Video-conferencing, etc on the same networks. 2) Need for smarter and more capable network switching, especially at the Optical layer 3) Speed requires ASIC integration. Who else has in-house knowledge? 4) "Metro" and other inter-networks are still in their infancy. 5) IT network administrators are increasingly coming under budget constraints, forcing them to look for ways to get more while spending less. 6) The predomininant installed LAN technology is Ethernet and the explosive move to FE/GE is still just getting started. 7) Most big corporations (Enterprises) now have existing Fiber Optic backbones in their buildings, but are still using them at Copper speeds. They need easy ways to leverage that investment. 8) Many customers out there would love to have another good alternative to CSCO - especially if they offer higher performance, plug compatability, support AND lower prices.