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

To: signist who wrote (16466)	10/25/1999 4:27:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

pretty much what gruntal had said... .02 and beat the revenue estimates by a little... now, on to the cc!

To: signist who wrote (16466)	10/25/1999 5:51:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

don't know where to start....great conference call (imo). i'll start with ending comments: noam, "focus is on creationn of shareholder value" and "seeking outside partners to make it happen (both big and small). OA -Q3 growth in OA was 48% -4th Q in a row of improving margins -OA-growth is tip of iceberg--could grow by factor of 5 with local loop subscribers going from 900k to 4.5 mil by 2003 -sell to CSCO, NTL, Extreme networks, FDRY, Alcatel, etc... -0C192 capability out soon Nbase/Xyplex -Linux router on schedule...30 days to customer trials -giving away software, but selling hardware and services -optiswitch family announcement-large scale fiber connections -RedC-testing in labs-mid Q4 testing NAC -moved to San Jose -MRV remains largest shareholder -intelligent optical networking solutions -SECTOR--from cc replay, please give specifics regarding comparison to Sycamore (i missed what he said) CW -beta Q2 HC -B2B networking commerce-why it will be successful: 1reduction of costs and increased efficiencies 2size of market-70,000 resellers of IT products in Europe and UK -industry exprience (CSCO mkty director) -getting there (to the market) 1st! Zuma -spinoff potential! again, SECTOR, he gave technical specs which i missed (256GB), etc -strong suit of survivability, with no single point of failure -supercomputing capabilities (scalable) Ed 75.5% data networks revenue, 24.5 optical Marconi is 11.5% of consolidated revenue--now, also buying data networking products! -will begin OC192 modules within next 4 months. 56/44 intl to domestic -optical is higher gross product -NAC not included in the #'s according to GAAP - Q&A %of data networking from new products --about 30%--fiber driver, GFSand optiswitch (out for 8-9months!) -Zuma will replace and exceed GFS product. -Chattsworth foundry is already in production -would not comment on JNPRs role with NAC -CEO search in progress -Bellsouth fiber to curb rollout is as planned -"OA spinnoff in process- well set with plans" will update with specifics when available. -"ZUMA was established as an independant division with view of spinning it off- real break through in networking technology--will leap frog FDRY and Extrem Network's products!" -clearly have plans to either bring in new strategic investors (partners) for startups or spin them off -EBITDA was $4.57mil amortization of goodwill $1.27 mil -Marconi inventory builds? no -looking for slight sequential growth in the upcoming Q...breakout 2nd half of next year....