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 (25004)	10/8/2000 11:15:45 AM
From: Mike E.	Read Replies (1) of 42804

Sorry if this has already been posted and it is dated August 16, 2000 but I found it interesting mention of Zaffire. It is from Light Reading's Top 10 Movers and Shakers in the industry and No. 1 is: Vinod Khosla, partner, Kleiner Perkins Caufield and Byers Khosla comfortably holds on to his number one spot on the Top Ten Movers and Shakers list, despite the fact that he’s never heard of Light Reading (see Vinod Khosla ). Everyone has limitations. Recent achievements include having a piece of both the Corvis Corp. (Nasdaq: CORV) IPO (see Life After Corvis ) and the ONI Systems Inc. (Nasdaq: ONIS) offering (see ONI Valued at $10 Billion in IPO ). He’s also beefing up his portfolio with a number of hot optical component companies. Khosla likes to talk about his “vision.” Recently, we’ve noticed that he appears to have developed “double vision.” Specifically, he’s taken to backing two companies in the same field. The first examples were Siara (which was sold to Redback Networks Inc. [Nasdaq: RBAK]) and Cerent (which went to Cisco Systems Inc. [Nasdaq: CSCO]). More recently, there are his investments in ONI and Zaffire Inc.. Trying to tell these two apart is like watching an ad for Doublemint gum. They both play in the metro market. They both specialize in DWDM. And they both add some value-added stuff that no one really understands. Investing in two similar companies is generally considered bad form by VCs (not to mention their clientele). The funny thing is that the Vinod brand is now so strong that it really doesn’t seem to matter. “Brand Vinod” overwhelms such paltry considerations as technology (hah!) and market (pshaw!). Investors’ ignorance of what ONI does is exceeded only by their apathy – they simply don’t care. They’ll happily invest in Zaffire as well, if it goes public, just as long as its products have Hand-Crafted by Khosla stamped on the bottom. Sources: lightreading.com lightreading.com Mike

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