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

To: Ronald D. Stange who wrote (13502)	5/17/1999 3:14:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<I thought I2 was going to evolve into NGI much like the early evolution of the current internet with government and university as early users.>> Ron, I don't think so, but this is one of the reasons why I invited Frank to participate in this discussion. As you see when I post some of those PLURIS excerpts, there are issues with the current Internet topology that do not scale well or cheaply. I think these issues not only NEED to get resolved, but WILL get resolved, thus creating need for new equipment and opportunities for new players. Lots of questions here that I don't have answers to, but which will affect the success or failure of these new players, - and this is of particular importance to me as a long term investor in MRVC. If Aranea/MetroFusion have the "Right stuff" and IF the opportunity for Next generation products is NOW (or just around the corner), then IF MRVC executes (and I think they will), they could not only win, but win BIG. The whole point in this upcoming discussion is to glean out some of those answers if we can.