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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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From: hedgeclipper	9/7/2005 2:49:03 PM
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News from the Roth Conference…??. Just take a look.... How many ONT triplexers shipped to VZ since June 2004?? More than 200,000 --- slide 7 Who is the primary FTTP supplier to BellSouth?? Slide 7 again. How many homes will VZ and SBC pass combined in 2006?? (Park this one is for you) 7.5 million – slide 10 The Big Show is Metro Ethernet – slide 14 In October, MRV presents at Light Reading’s Ethernet Expo 2005 – the first US conference and exhibition dedicated to this exciting market. lightreading.com Carrier customers -- Bell Canada, TeliaSonera Focus -- Leverage -- New Products -- High margin niches Low Total Cost --- SFP HDTV -- Fully Converged --- High Functionality -- Beyond Triple Play -- Ipv6 --Dune/Marvell/Prestera ASICs -- Scalability == Growth with Margins From the Customer Premises – OSM105 + OSM207 To the Enterprise – DaVinci 10 gb switches To the Provider Edge for Aggregation – OS9024 To the Provider Core – OSM6508 ("a pretty good product from CWNT")? The time to grow is now……… ir.mrv.com library.corporate-ir.net hedgeclipper

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