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

To: Bruce L who wrote (15529)	9/7/1999 3:38:00 PM
From: Greg h2o	Respond to of 42804

all ears!

To: Bruce L who wrote (15529)	9/7/1999 3:49:00 PM
From: Bruce L	Read Replies (4) \| Respond to of 42804

Re: Noam's channel 22 interview Interview was very long compared to interviews we are used to on CNBC: was maybe 20 minutes interrupted by no less than 3 commercials. Noam was very positive and relaxed. Much of the time he was speaking in general term and/or explaining MRVC's business in lay terms to the TV audience. He was asked about Optical Access. He said they are "considering spinning off" OA because the market "justifiably" has put a very high value on optical companies and this plan will increase value to existing stockholders. Said this business was growing very fast and that in the future optical product will dominate the "last mile" just as it now dominates the internet backbone. He said that last year MRVC was hurt because while the company had been a leader in LAN, this area had become commoditisized and the company had fallen out of favor with the investment community. He said that as a result MRVC "ploughed money " into innovation and has created several semiindependent startups. The onlyone he mentioned was Charlotte's Web which is developing a terabit router which he also described in lay terms. He mentioned that CSCO "was" the leader in providing routers for the backbone and "maybe" was still the leader but that recently a new company, Juniper, has come along with the "upgrade" to the backbone that its growth demands. Juniper has a marlet cap, he said, of $12 billion and MRVC will soon announce its own advanced "Juniper-type" router. He noted that it is not just the machine that makes Juniper good, but the software as well that makes it effective. He mentioned that Redback provides a product in the "Subscribers Aggregation/Management Systems field. He said that MRVC will announce next week at Network Interop MRVC's solution in this field. As I mentioned, Noam sounded very relaxed and confident: The best I've seen him.