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 (23616)	9/8/2000 5:25:28 PM
From: Sector Investor	Read Replies (1) of 42804

<<i understand LUMN is now running 2 shifts at their production facilities ... hopefully, that will help CSCO's component problems.>> I'm just picking up on this post of yours now. Greg, that fits very nicely with this job posting information that Kaka on Yahoo! posted yesterday. There are references to "2nd shift" further down - "assemblers", which apparently runs 8:00PM to 4:30 AM (ugh). luminentinc.com This seems like significant "tooling up", and is very welcome news just prior to IPO - and afterwards too as earnings growth should be spectacular. Knowing CSCO is a customer, knowing their critical need for components, and remembering that I don't think they were on two shifts the last time I toured MRVC, are all indications that LUMN is stretching to help out at least one valued customer. Perhaps they are helping both of their major customers because articles of MCNY wins have been posted. Or maybe we will get (or are getting) a piece of NT's business for second sourcing some components they are getting from JDSU now, and that they stated they don't want JDSU to be sole supplier. Yes, I think the LUMN IPO will do just fine! <g>

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