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


To: akmike who wrote (16618)11/4/1999 9:08:00 AM
From: Bridge Player  Respond to of 42804
 
<< An expedited ramp of Red-C would do wonders for us shareholders. You are correct that it is targeted to the sweet spot of a monster market. >>

Unfortunately, during the cc Noam said that the ramp of Red-C during the first half of 2000 would be "very slow" or "very deliberate" or words to that effect.

Why? While Redback is shipping like crazy? New customer announcements constantly? In a hot market? While we have a "superior" product? Does Red-C have design flaws? Do we really have manufacturing capacity in place? And are we really going to have a beta test customer in place by mid-November, this time only a month later than forecast?

Color me disgusted.

BP