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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: Regis McConnell who wrote (13959)6/18/1999 10:37:00 AM
From: Sector Investor  Read Replies (1) of 42804
 
<<600 to 800 million, eh? Sounds like a good place to start for Charlotte's Web.>>

I am back - refreshed after a killer 24 hour (plus 11 hour time zone difference) commute.

Yes, my first thought is that this does a few things:

1) Verifies that LU sees the need for Terabit products
2) Gives an idea what LU thinks Nexabit is worth and sets a general value range for Terabit companies
3) Shows what a steal MRVC is getting, as Charlotte's Web's products are strong ones too.

Before I left, I started a spreadsheet on Terabit Routers and passed it on to Ron Stange for update/expansion while I was gone. He apparently shipped it to Jack, and now I have an updated version back (neat huh?)

There is a Nexabit column now, as well as several others, but there are still many blanks (more work for the thread to do). I haven't looked it over closely yet, but I will tonight or tomorrow and post the MRVC-Nexabit comparison as it now stands.

Everyone is welcome to help us fill in the blanks.
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