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

To: Sector Investor who wrote (12947)	4/26/1999 9:21:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

Oh, what the heck - I'll discuss a point or 2 at a time. Did anyone pick up on Noam's switching fabric (backplane capacity) comparison for Aranea 1 (note that "1" implies a "2" and a "3")? Noam said they are "well ahead of competition" and will offer the "highest port density per rack space in the industry". This is VERY significant - and reminds me of ASND's situation over CSCO with the GX-550 ATM WAN switch 20 months ago - and then the contracts started rolling in 6 months later. Here it is: Charlotte's Web: 128 GB/s (and will cluster at least 4 boxes) Avici 100 GB/s LU 64 GB/s Juniper 40 GB/s Argon 20 GB/s (recently bought by Siemans for 230M) This should show how silly roktar's comments about teams of Engineers at competitors working to steal MRV's technology lead (implying in only a few months) is. They don't even have their current technology out yet. This is an 12-15 month lead, I would guess - enough time to win some significant carrier contracts.

To: Sector Investor who wrote (12947)	4/26/1999 9:23:00 PM
From: whitephosphorus	Read Replies (1) \| Respond to of 42804

IMO Bullish These guuys pay themselves little salary...they own stock. Noam is not usually excited...when he has been, it's been good. I think we may be on the verge of a move of Titanic proportions. 0.8x sales? For leading tech? Even if they haven't executed lately? We should rock and roll IMO.

To: Sector Investor who wrote (12947)	4/27/1999 1:17:00 PM
From: Crossy	Read Replies (1) \| Respond to of 42804

Sector, wow - I'm wondering what a company I got into. Just 1 week after getting in and MRVC is rocking ahead after earnings on forecast with an upbeat CC undertone. Volume is already 4x average and we are heading towards $10. The product portfolio and pipeline are looking strong also. Let'S relax and enjoy our little engine that "could" or better "can" during a day were techs are under fire. With this momentum being built, I could think about getting past the congestion zone at $10-12 in a reasonable short amount of time.. best regards CROSSY