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: Sector Investor who wrote (23953)	9/15/2000 2:30:08 PM
From: Bridge Player	Read Replies (1) of 42804

From your Yahoo! post: << Luminent alone should do well over $200M in revs next year (SDLI with about $200M in revs- I think- was taken over by JDSU for $41B>> Well, in the June quarter alone SDLI did 110M in revenues - 182M for the 6 months. Growth rate for the June quarter was well over 100%, nearly 100% growth in 2 previous quarters. So it seems quite likely that 2000 will be over 400M for SDLI, and at its current growth rate (independent of JDSU), would be over 600M for 2001 - 3 times this posters estimated sales for Luminent. Was SDLI worth 41B? (currently considerably less based on JDSU price). I doubt it. Is Luminent worth 1/3 that? I doubt it. The market is actively engaged in the process of shrinking the optical valuations considerably. BP

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