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: Duffeck who wrote (33050)	6/10/2001 11:23:59 AM
From: James Calladine	Read Replies (1) of 42804

"Come to think of it what exactly is Optical Access's business model. Are they a FSO component supplier or a FSO integrator or network provider? or both?" DUFF: A very good question! Which can, and should be asked of: -- MRV at the macro level -- the subs at the micro level It may be that MRV has a coordinated approach to the subs which is based on a synergistic interplay between all (that is what CS is planning to do with its subs, the first IPO of which is RSTN). On the other hand, it may be that EACH sub has is target market for which it is developing, and will set up a world-wide production/marketing/sales/distribution/support/finance structure independently of all else. Presumably all the subs use common systems, general ledgers and so on so that results can be rolled up into a consolidated whole? Do we know what is going on in these directions or are we in "stealth mode" again? Namaste! Jim

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