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

To: Sector Investor who wrote (12647)	4/9/1999 10:26:00 AM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

Sounds as if some people are having a hard time believing that gross margins will improve markedly when we begin selling products that can easily top $250,000 per unit. Bet they will give away those terabit routers from Charlotte's Web too!;-( NAC's MetroFusion will sell at a significant discount to the existing WDM crappo, @maybe $500,000 per pop how will MRV ever compete? These are kick-ass products at discount prices, R&D, R&D, R&D. ....Time to get real folks, these products are completely state of the art, & big money will be made by being long MRV, the growth story will continue, it just took a little longer to engineer, purchase & design the infrastructure of what will become a multi billion dollar a year optical networking co. somewhere in the early 2000's. I don't like the amount of $$$ I've lost here over the last year, but I sure will enjoy the amounts to be made in the future, these guys are completely redifining entire product catagories. Does anybody really believe they will have trouble selling this stuff? We are going to be playing @a differnt level & a different game than we've seen b4. I'd bet there will be quite a crowd around the MRV/Nbase/Xyplex/NAC/Charlotte's Web booths during the upcoming trade shows. Ahh, anymore killer product announcements & we'll probable sell for under $5.;-) As someone once said, "Its not the doing, its the sitting that will make you serious money." MRV is a classic example. Regis

To: Sector Investor who wrote (12647)	4/9/1999 11:38:00 AM
From: signist	Read Replies (1) \| Respond to of 42804

"History of a Small OS" to kick off the Linux Global Summit. For a show supposedly devoted to Windows, Comdex/Windows World is taking on a decidedly Linux tint. Bowing to pent-up demand from the open source faithful, and perhaps needing to bolster its attendance, Comdex/Spring '99 will spotlight Windows- and Linux-based solutions under the big top on April 19 to April 20 in Chicago. Microsoft's CEO, Bill Gates, is expected to preview Windows 2000 during his keynote address on "Enabling The Future With Windows." But within minutes, Linus Torvalds, founder of the Linux open source operating system, will deliver his piece on the "History of a Small OS" to kick off the Linux Global Summit. techweb.com