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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (146890)5/5/2002 10:37:15 PM
From: TGPTNDR  Read Replies (1) of 1573682
 
Mani, Re: < Because MRVC is 7 times cheaper than JNPR and 3 times cheaper than CIEN based on sales. It has better margin and more cash per share.>

MRVC also has 2/3 of shareholders equity tied up in goodwill in (Mostly) photonics subsidiaries & hasn't written down any substantial amount.

Photonics was what NT & LU mostly wrote down IIRC and I find it peculiar that MRVC's investments there were so much better than those companies.

tgptndr

But this is just from a quick look. I'll try to poke around more tomorrow.

Reminds me of CMGI -- except CMGI took the write-down.
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