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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: WebDrone who wrote (14502)	7/17/1999 1:53:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<THIS IS NOT A FIGHT!>> Gee, I never thought it was. I'm sorry if you took it that way. << I said that I thought that MRVC was going to try to get 100% of NA. Just speculation that that's why MRVC took out a better than $100 million loan. How does the timing of events not support this idea?>> But they still have this money, and they got 60% of NAC for $3 million - and that is financed out of earnings over 18 months. Why would they need $100 million to get the other 40%? I think the $100 million was insurance, because they knew they were about to: 1) grow their internal infrastructure 2) build up their inventory so they could fill customer orders quickly 3) Improve their customer support 4) seek out opportunities to quickly move into the carrier market 5) expand their R&D staffs 6) expand and upgrade their foundry to take advantage of opprtunities with the MRV division 7) continue building their sales and marketing staff 8) build the new Xyplex PISTOL facility all simultaneously. Perhaps they also had their eye on other, larger opportunities, that may have been deferred because of the plunge in the stock price. <<Why keep bringing up irrelevant stuff about irrelevant other people? Don't ideas stand on their own, without a cult of personality to support them? Because I want to know why he keeps posting that stuff that clearly doesn't fit the known facts. If he has other facts, why can't he document them? Everyone is entitled to express their opinions, but I've always felt that facts should be considered in evaluating them - it has nothing to do with personality. <<Ahh. Never mind. I'm outa here>> Me too. We could both use some sleep.

To: WebDrone who wrote (14502)	7/20/1999 7:56:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

Hi Web, Re: our conversation on the weekend, I found this link to a Charlotte's Web article (from Yahoo!) Part of the article addresses how MRV came to invest in Charlotte's Web. It turns out akmike's speculation is closest, and roktar's "shell companies" speculation is incorrect - at least as far as CW is concerned. I hope this puts this issue to bed. "This is how it began: Dagan and his friend Eli Stein who worked together at NBase (an Israeli operation of MRV set up by three Israelis that develops communications products and is traded on NASDAQ) sat down together one day, about eighteen months ago, and decided to do something and form their own start-up to make the strongest Internet router in the world. MRV did not want to lose its developers. They deliberated and decided that if they couldn't beat them - they would join them. Dagan and Stein departed from the company armed with enough cash to enable them to develop the product right up to the beta stage. Dagan and Stein spent four to five months interviewing scores of people. They recruited Ilan Shimoni from 3Com, Eyal Evrech from Intel and Gidi Kempfer, from the academic world. Dagan had two modest requirements: the candidate should make a good impression and excel in his studies. Although the initiative began with Dagan and Stein, the entire team is regarded as the company's founders in almost every aspect. " Another section talks about the power of the router and also a price! "To understand how strong these routers are, Dagan explains that four to five of Charlotte's Web's routers are capable of networking the entire State of Israel - every man, woman and child in the Holy Land - if they are all hooked up at 2 Mbps. And the price, accordingly, is $1.5-1.9 million each. " The full article: globes.co.il