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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: Sector Investor who wrote (15998)9/27/1999 11:30:00 PM
From: Bridge Player   of 42804
 
<< We now have 5 products with 6 or 7 figure price tags >>

Sector, with respect, it may be more accurate to say "will soon have". I'll feel a lot better when all of these are actually shipping. Given delays and length of time for beta (recently posted) it could be 3-6 months for some and over 9 months for others.

After shipments begin we should all have a better handle on which column to choose from in your spreadsheet....<g>

Curious...do you think MRVC will break down these products sales in quarterlies? I doubt they will be required to and my hunch is not, for competitive reasons.

I also have a feeling there will be well over 30 million shares outstanding within a year (options, conversion, maybe a secondary), and significant investment in production capacity, both of which will affect the bottom line. This is strictly a guess since there is really nothing to go on.

Not throwing cold water, color me....happy to wait.

BP
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