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

To: Bridge Player who wrote (23473)	9/1/2000 12:18:09 PM
From: John Curtis	Read Replies (1) \| Respond to of 42804

Bridge: This suggests a lag of 6 months or more between product shipment and booking of revenue. Being rather ignorant in this area, what does this suggest? Are all these going to beta customers... Now ordinarily when a company ships a product it's considered a "done deal" and revenue is booked. However; this idea is predicated on the shipment being part of some original purchase order. This, from what I have gleaned, is an unknown as it relates to Zaffire. Be that as it may, my read of their commentary is it looks to be a beta, or "here play with it for a time, and if you like it, you agree to buy it...", shipment. This does happen from time to time in the Telecom sector, particularly with such a "newbie" as Zaffire, and is probably the case here. Here's to a successful test, eh? ;-) John~

To: Bridge Player who wrote (23473)	9/1/2000 1:17:55 PM
From: Dee Jay	Read Replies (1) \| Respond to of 42804

when I attended the Opticon2000 show a month ago (8/1) I reported back to this board: "A (Zaffire) salesperson told me revenue shipments begin next month; he might have meant August but let's say September. Equipment is in Beta and on service trials at more than one site - he would not say where nor who nor how many such trials but my impression is that it's more than a few." So it would appear that revenue recognition really isn't that far away. Unless management makes a strategic decision to the contrary it would appear sooner rather than later. Dee Jay