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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: Greg h2o who wrote (19994)4/3/2000 4:58:00 PM
From: delmarbill  Read Replies (3) of 42804
 
I revist my expectations list frequently..

The Red-C announcement was expected based on the conference call. So, they are delivering on their infrastructure promises. I wasn't expecting the tranceiver announcement, so its great to see them delivering on the optical components side of things as well.

I don't know enough about the two products to guess which will be the real revenue generator. Any thoughts?

Seems like we've got to be thinking about valuation based on predicted revenues at this point. Looks like the market took a look at Chet Whites announcement and said "I fart in your general direction".
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