Ronald,
Thank you very much for the 'floor' report of what is going on. That is very difficult when you are in the midst of the crowds. We really look forward to part II.
Just a couple of comments on part I,
I am very enthused about the positioning MRV is taking with their vertical integration and product depth. If they can succeed at building the support organization and street presence needed to sell their position, IMO, they will truly have a rival organization for the likes of CSCO and Nortel.
I will direct some friends at Smith Barney to double up on the DD given MRVC, and I think, with a little influence, I can swing a couple of portfolios our way. The recent price movements indicate we are getting the streets attention, and things should start to move quickly from here on out.
I was only able to do the show for 10 hours.
You're a better man than I. Ever since doing 10 shows one year & 1/2 for Nortel, I've really not liked to work or even attend shows for that length of time. My hat is off to you, for your dedication and commitment to seeking knowledge. I used to have the same enthusiasm.
the Nbase-Xyplex 16 tire wheeler announcing their Linux router covering both sides.
Damn! I should have rented them a bus.
except, of course, Schlomo with his either crumpled or clean white shirts hanging out over his pants.
Well, I've never met the man, but I'm beginning to like him already!
He must have been working hard in one of the small meeting rooms.
Shay Gonen, General Manager - Nbase-Xyplex, Israel (Sun night)
Please find out, if you can, where Philippe Szwarc, GM of Xyplex US, fits into the organizational structure. If he is there, try to seek him out. He is a GREAT guy.
Jack |
