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

To: Sector Investor who wrote (13309)	5/8/1999 12:10:00 AM
From: akmike	Read Replies (1) \| Respond to of 42804

Sector-I'm excited. This carrier product will be a formidable marketing challenge for our tiny company's affiliate. Are we now getting into the time-frame that Noam promised some type of partnering? Isn't this where we need it the most? Where is the most likely source? Intel owns some of our company and would like to get in, but I see them as a more likely player in enterprise than carriers. Cisco definitely needs help against Lu/Ascend and Nortel in carrier space. Siemens, Alcatel, and Ericsson are in a scrambling, catch-up mode vis-a-vis the North Americans. Do you think that the "partnering" will take the form of licensing agreements or an acquisition of our affiliate or of the whole company? BTW I agree that if some of your "ifs" materialize, MRVC is worth so much more than $40/share that we will chuckle about today's discussion. You have a much better grasp of the technology than I have and I want to again express my appreciation for your sharing. It is my belief that Charlotte's Web has more upside than the rest of the endeavour because the carrier core is such a huge market going forward. I am very skeptical about our ability to compete in that arena, but feel that even at 22+ where I made my first purchase of MRVC, that there was nothing in the price for this potential business and we are much closer (although, really still not yet on the map) to realizing serious revenues in this area and here we are at 14. Meanwhile, the rest of our business is entering a product cycle to be dreamed of. As you said earlier, life is much better at l4 than at 6.(especially, for those who made quantity purchases in the 6's) Best regards, Mike