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

To: Sector Investor who wrote (33126)	6/11/2001 10:27:39 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

I spent part of the day viewing and researching the Zuma website updates, the iSCSI emerging techology, the Optical Crossing updates, the OPXS Australia move, the LMNE presentation, etc. Charlotte's presents Wednesday AM too. I keep scratching my head in amazement that the market can keep all this technology valued near zero. What a wonderful long term opportunity for those of us who can see through all the transient BS, and are willing to be patient and wait for results to show unmistakably. I don't see how many of these babies can avoid success.

To: Sector Investor who wrote (33126)	6/12/2001 8:59:27 AM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

ok, why wait for the weekend? <g> clearly, NT has its own set of problems. mainly, in my opinion, completely missing product cycles.... this is just a SWAG, but it sure appears they must have either dramatically cut back on R&D in the optical arena or they lost a bunch of key R&D staff.... of course, CIEN is eating their shorts in long haul and their legacy products are likely rusting in a large warehouse.... but smaller optical players, which can bring new products to market, can thrive in this kind of market....especially, when demand picks up.