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

To: Sector Investor who wrote (17289)	12/6/1999 9:36:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

sector, re:<<Now, maybe it was just that, articulation, but I think it is more that they have not thought through their business plan to the detail that they understand their product plan.>> in conjunction with your comments regarding a lack of a definitive business plan. i don't often disagree with you. however, in this instance i believe they actually do have a business plan and that Kleiner Perkins and other new VCs are helping to put this plan in motion. as far as being able to articulate it... that may be a problem but i think it's likely that they just aren't prepared to share this info at the shareholders meeting. more than likely, you'll see this unfold through the analysts and hopefully some clear, concise press releases. just my thoughts. as i have previously stated, thanks so much for your technical expertise in this area! greg