MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Greg h2o who wrote (18027)	1/10/2000 2:20:00 AM
From: signist	Read Replies (1) of 42804

i wouldn't argue with either of them being introduced very soon. as we get into further preannouncements, earnings reports and potential interest rate hikes by the fed, i'd hate to get "lost" in a sea of information! according to mgmt, it's not a matter of "if" these companies are going to ipo'd, it's a matter of "when". now, if we trust mgmt..... It is my understanding that ONLY 20% of Optical is to be spun off. That still leaves 80% for MRV's BOTTOM LINE! How could the spin off be negative at this time? Will it disrupt production?? Has anyone done a educated guess as to possible appreciation of stock price as a result of each (possible) known segments of MRV? From a greedy shareholder's point of view(over 4 years) Possible negatives to WAITING until Summer to do the OA spin off: (Does it normally take nine months from announcing possible intentions to do an IPO?) Tons of NEW competition coming out of the woodwork in Optical. Current competition getting their act together to meet demand (plenty of these out there also) ...and the "CURRENT" Lucent effect should begin to turn the corner by this summer. Add these to Greg's list "of getting lost" and IMO these exponentially decrease the value OA's IPO Spin 0ff! I am aware MRV's optical is hot NOW! If they wait until summer..... It seems obvious to this uneducated shareholder that IF the posted rumors are true...summer ipo OA, then MRV must not be selling much of all the other areas of their networking products at this time?? ................................................................... ...they are looking to the long range future of the company. Is it possible for one company to dominate Optical for the long term??? The future is NOW! IMO. Yeh, demand will only get better but MRV's strength in this area, NOW can not possibly improve (See Above) ...unless they have invented and patented a new optical process we have not heard of???????? I am confused again. Comments? John

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