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: Sector Investor who wrote (22798)	8/3/2000 4:30:20 PM
From: Greg h2o	Read Replies (2) of 42804

sector. spoke to that CW guy at supercomm... sharp and extremely nice. difficult to listen to, but worth clinging on every word. moving headqtrs to boston...hmmm. core and edge IP routing is very exciting. being able to provide TDM, ADM and IP is really nice for connecting to old CSCO equipment (in my limited understanding). their own design processor is interesting. software sounds robust. thought his comment about "hardware getting you the account, and software getting you thrown out" sounded quite accurate. -port density- blows away the JNPR and CSCO machines help me,sector.... what else did you find significant in their presentation from a technical standpoint.... sounds like they'll be using 2nd round for marketing. much needed. revenue products shipped in Q4. boston operations, plan to have 100 engineers next year. i'd be shocked if going for second round financing wouldn't bring some strategic partners (already has) or someone interested in the whole package. with the window of opportunity for the terabit routers fast closing, those large equipment co's w/o product are going to be shut out....

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