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

To: ahhaha who wrote (12786)	4/16/1999 3:57:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Glad to see you monitoring this board. <<I guess I don't have to preach the added value of a complete, new, and efficient solution. What vendor has all that in its bag and trades for a song? The company has re-invented itself so we have a new bird flying. >> Yes they have, and yes we do! The problem IMO is that the street has yet to perceive that (or they see it but don't believe it yet). I think the common perception is that the big 6 networkers will dominate the next generation market, squeezing MRVC out, as they started to do in low end commodity switching. But the new products all seem to be cutting-edge next generation technology, and they have good price points too. If New Access can outfit an 8 node Metro ring for about 1/3 the price of the big 6, they should be able to sell all they can produce. IMO the worldwide demand for high bandwidth networking products will exceed (if it doesn't now) the ability of the big 6 to fill it, so MRVC has plenty of room to continue growing and selling their products.