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

To: signist who wrote (16499)	10/25/1999 9:13:00 PM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

btw, john...agree with disappointments. this is a technology driven company...disappointments happen. do you realize extreme networks is trading at 20x NEXT years revenue estimates? want to guess what those estimates are? the last time i looked, i believe they were about $230mil... market cap over $4 bil that's Zuma's potential. OA's potential, you ask? i think you're looking at about $25-30 per share. and it's all getting a lot closer. you're right. we've been talking about these things for a while, but OAs revenue is real. their relationships with CSCO, Alcatel, etc are real, as well...

To: signist who wrote (16499)	10/26/1999 1:00:00 AM
From: Bruce L	Read Replies (1) \| Respond to of 42804

John, Greg, and all: Thank you all for your CC input. But, like John, I was disappointed. Don't get me wrong. Long term, I am confident in MRVC's future. And the CC reiterated that: OA sales grew 40%+, by 2003 sales will grow by a "factor of five," Hyperchannel is first to market and its business model provides for efficiency with an "order of magnitude" greater than anything ever before seen, Zuma has a product "several magnitudes higher" than anybody else's, etc. But beyond the fancy phrases there was nothing positive revealed (as far as I noticed) that we on this thread didn't already know. In short, if the stock price were $42 or above, I would have been tickled pink with this CC. (As an aside, in my totally unbiased view we should already be over 42 and I bought 1500 more shares late today believing such.) But, in fact, we are at $22, the market has previously ignored (pretty much) all of this good news, and I did hear some new facts that aren't so positive: while fiberdriver is doing "extremely well", data networking sales (75.5% of the total) looking out over the next 2 quarters will be "flat" but "with opportunitesfor small growth", or "very slight" sequential growth. (Per Edmund) "Red C" is going to be ramped up "slowly" in the next 6 months as part of a deliberate plan, I suppose, to eliminate design errors. Finally, I was looking forward to some mention of progress with the "AccelerRouter," but nary a word. What will happen tomorrow? I don't really know. Except, I do believe that if the big dollar institutions do not now step in, that "flat" is the best we can hope for tomorrow. I hope they do. JMHO. Bruce But we