MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Bruce L who wrote (19144)	2/22/2000 11:54:00 PM
From: pat mudge	Read Replies (1) of 42804

. I was disappointed with the answers of Noam; as suggested by one of the questioners, I recall a promise that some of the new products were to have been in Beta testing by this time. Also, I think something more specific could have been said beyond: 'the IPOs will come as soon as they're ready.' This is what we've been told for 3 quarters! Time is precious. The Street will be disappointed as well. If the company's going to the CMGI model --- and clearly it is --- we need proof. We need one out of the gate. We need a taste of what it means for valuations to go through the roof. Not sure if a factory with $20m in revs is going to give analysts anything substantial to hang onto in terms of upgrades. I hope I'm wrong. Pat Pat

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