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

To: Sector Investor who wrote (13589)	5/20/1999 1:58:00 AM
From: Pigboy	Read Replies (2) \| Respond to of 42804

Hey Sector, Thanks for all the great posts as of late. I was at N + I last week and there were a lot of advertisements around for Xyplex. Then I rode my cab to the airport over with an MRVC fellow who seemed a little pissed they didn't win something for the Linux Router (Cisco people,"said something"). Didn't understand him too much to be honest (i had a rough night before), but he was angry that he didn't buy any of his own companies stock when it was under 10. Wish I would have taken some time to talk to the MRVC people, but I was way too wrapped up in talking about Ancor (ive been long here for a long time and its been a crazy stock to follow, just as mrvc...great tech) and Storage Area Networks which I think are going to grow exponentially in the years ahead. I like your theories on playing MRVC from the ASND perspective (ie. catching the next wave at the right time can be Very nice). What really catches my eye is the fact that you think MRVC has a MUCH better play forward (product wise, not stock wise, necessarily) than the hyped Juniper bc of its power. In your mind, is there ~5 companies capable of this type of product or more like 10-20? thanks all imho pigboy