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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (15998)	9/27/1999 9:35:00 PM
From: WebDrone	Respond to of 42804

Sector- if you wish to post spreadsheets- email 'em too me. I'll strip any identifyable inner code (Gates IS the Devil) from them, and post 'em. When I get a spare moment, I'll compress the Zuma PDF down to a couble hundred K, too. Sheesh. These guys must think everyone has fiber to the curb, the way they waste bandwidth on a 5 page pdf at over a meg! Aarg. I guess my job is safe. WebDrone (Chief cook and pdf squasher)

To: Sector Investor who wrote (15998)	9/27/1999 11:30:00 PM
From: Bridge Player	Respond to 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

To: Sector Investor who wrote (15998)	9/28/1999 7:13:00 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 42804

Sector, with all due respect, the assortment of products now on the plate represents an array that is, quite simply, dizzying. The company lacks a unifying framework for hierarchical classification of these devices, a means of elegantly depicting where each unit fits in the overall scheme of things. It's one thing to keep track of the product lines being produced by the top three vendors [by market share], but it's something else again to devote the amount of time needed digesting a dozen competing products by a vendor with much less share. Do you agree? Regards, Frank Coluccio