<<Wouldn't or shouldn't MRV be mentioned at least in the same breath by those who have been writing these articles about bandwith?
Unless MRV people write the article, you would think MRV does not exist in the same field.>>
Yup. Still lots of P/R work to be done. And of course that is why our price is where it is at.
However, that does not negate the prospects here.
Last Summer, MRVC hired a couple of senior level staff personnel with (supposedly per Noam) extensive Carrier contacts and experience. Noam has also said they understand how selling to carriers requires a different approach.
They have been awfully quiet. But then again, the New Access and Charlotte's Web products have just become available.
If these people have done their jobs right (I will still give them the benefit of that doubt), we should have these new products being quietly BETA tested in hopefully multiple places right now. This process can take months.
MRVC will not tell you this, as many competitive vultures are out there. The first you will hear is when wins occur.
This was the case with ASND when it was wallowing in the low $20s. Not a peep about their BETAs. But then contracts started to roll in, as customers made their decisions. This process takes time and is done quietly, while with no news the stock drifts down.
The best we can hope to do on the thread is to make our own determination of each product's prospects, based on what we understand of the products, the technology, the competition, the evolution and trends of the market and market dynamics, etc.
MRVC may still be poor at overall P/R (improving though), but they have never been bad at building great products and selling them.
We just have to wait and hope and see. Little hints here and there lead me to remain positive. |
