MRV Communications (MRVC) opinions? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BxK who wrote (17420)	12/11/1999 9:34:00 AM
From: BxK	Read Replies (1) of 42804

Reason for rise: OPTICS - Part II It's amazing that a stock (SPLI) can add 65% to their market cap.(in one day) on the basis of being "poised", having "intent" and "might emerge" as a player in optical components, modules etc. for the telecom industry. I'm glad some interest spilled over to MRVC but I rather see it develop on the basis of a complete understanding of what MRV's Optical Access Inc. is doing. OA concentrates on the high-end active component side of the business and has been in the business over 10 years. After Marconi, CSCO is the second largest customer of OA. The only company that can match their capabilities is HP. SDLI has some active components as does ORTL. The Uniphase part of JDSU does not. I forgot to ask about ETEK. This was told to us by Khalid (Ken) Ahmad, General Manager of OA last Friday after touring the new OA facility and during the walk to the MRV campus a block away. By the way, during the walk to the campus I introduced myself to a fellow (trying to find other SIers) who turned out to be from Van Kasper, San Francisco. I guess we can expect an updated report soon, especially with the $40 target now history. To all, please post all you know about optics and OA (and how this fits into the rest of the MRV product line like Fiber Driver). The world deserves to know. Interest seems rather high on this topic right now. <g>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next