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


To: Greg h2o who wrote (22808)8/3/2000 5:39:34 PM
From: signist  Respond to of 42804
 
Getting old...did screw up...sorry***

iTouch looks like it's ready to move forward... have a 1/2 dozen revenue clients and a product that is impressive. also have beta tests with some impressive potential customers... i think the name UUNET was being thrown around.
iTouch is VERY ready to on their own, and the sales people i talked to voluntarily suggested they could handle their own marketing and communication much better than has been done at MRV. they really WANT to be in a "zaffire-like" position, where they can make their own decisions... evidently, investment bankers are doing some very serious sniffing.... ***

To: Bridge Player who wrote (21346)
From: Greg h2o Thursday, Jun 8, 2000 4:16 PM ET
Reply # of 22808

BP, before you go selling all your shares and options, don't forget MRV will be attending the CIBC/ Oppenheimer conference in NY next week....
as for Zaffire.... very good booth setup and quality help. you could tell some money was being pushed in their direction. Luminent's booth was actually impressive relative to JDSU's booth. but, really...booth size doesn't matter...does it? <g>

iTouch looks like it's ready to move forward... have a 1/2 dozen revenue clients and a product that is impressive. also have beta tests with some impressive potential customers... i think the name UUNET was being thrown around.
iTouch is VERY ready to on their own, and the sales people i talked to voluntarily suggested they could handle their own marketing and communication much better than has been done at MRV. they really WANT to be in a "zaffire-like" position, where they can make their own decisions... evidently, investment bankers are doing some very serious sniffing....

disappointed there was nobody who could fill me in more on JOLT... looking forward to getting some additional info from one of the sales people.

all-in-all, was interesting, but not all that informative (kinda mirrors the company).

i'll let you know if i dig anything else from the notes...

Message 13852534