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

To: Jack Colton who wrote (13454)	5/16/1999 11:22:00 AM
From: Sector Investor	Respond to of 42804

<<This is really beginning to feel like ASND did, when it was @ 22 early last year.>> Oh, yeah! ASND was my home thread then. There was SOOO MUCH negativity then, but my DD on the GX-550 gave me confidence to buy and hold. <<Let's sit back and enjoy the ride. I think our time has come.>> Me too, but like with ASND it won't go straight up. There will be plenty of opportunity to trade cycles. I think we will see a lively day trading stock here too. <<And we've got some of the best DD'ers on SI as members of the thread.>> I'm planning on starting a discussion of Next generation Internet topology vs current, and how it affects Routers (including the current installed base) and the prospects for ARANEA. However my train was brought to a stand still by a whole lot of "Honey Do" (Dew?) this weekend - the first nice weather weekend in a while.

To: Jack Colton who wrote (13454)	5/16/1999 11:39:00 AM
From: Sector Investor	Respond to of 42804

I would like to share this interesting series of posts between Frank Coluccio and Gary (a CSCO employee) on the CSCO thread. I had just PM'd Frank to ask for his participation on my upcoming discussion on current Internet vs Next Generation Internet and what it might mean for Routers - old and new. Frank accepted, but he's very busy as am I (having just got called by work at 1:00 AM this morning on a production problem). He PM'd me back asking if his CSCO posts were the reason I contacted him. It was not. I had not seen them. It was the Red Herring article that got me started. I then read the CSCO thread exchange this morning, and I can see why Frank was curious. His thought process is very close to mine (but his is much more important as he is in the biz, while I am just watching and reading at this time). If you (plural) are not too technical, you may want to read these comments closely - especially Frank's 18 months ago comment. I still see CSCO missing the boat on next generation (good!). This is very bullish for MRVC, IMO. Message 9534269 Message 9536110 Message 9537207 Message 9539117 Message 9539229

To: Jack Colton who wrote (13454)	5/16/1999 11:53:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

For emphasis, just excerpting a couple of Frank's comments. "Entire MANs and campus environments (CANs) are now being re-planned, re-mapped using the frameworks of new fiber optically supported architectures which are being used to embed user payloads directly onto glass . " "Just some real world observations by someone with no ax to grind. I've done more than just a few price-performance and tradeoff analyses in this space. Eighteen months ago, I would have put the horizon for this stuff out about 5 years. Today? I'm seeing it unfold before my eyes."