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

To: Greg h2o who wrote (16023)	9/28/1999 11:32:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

I think the Zuma PDF thing is humorous (but I bet Noam doesn't think so). I now view the PDF being available on the website as a techie mistake. It was reasonable to expect that news announcements would be immediately following yesterday morning, but apparently they are not ready yet. However it does give us an important glimpse of the future, and I think they have another sweet product coming out. This development cycle is turning out to be absolutely awesome (and I suspect there is still more coming). However weak their marketing still seems to be, you have to give them kudos for these new products. I was thinking about the spreadsheet that I posted last night, and, from a market penetration viewpoint, what columns could be labeled "moderate failure", what ones "minimal success", "moderate success" and "high success". Even with a failure, they still will sell product. I can't see major failure here as these are strong boxes and they have a significant sales staff. After ramp up, I think I would classify the first 4 columns A-D as "moderate failure", columns E-F as "minimal success", G-J as "moderate success" and "high success" beginning with "K". What do others think?