Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sector Investor who wrote (16490)	10/25/1999 8:27:00 PM
From: Greg h2o	Respond to of 42804

ok, done with my chili...aren't you all glad this correspondence is via computer! <G> chili and watching this year's falcons can give one, uh, indigestion! i didn't bring my notes home with me, but i think i put about everything in the synopsis....pretty much straight from my notes...man, i wish i knew short-hand! anyway, i though noam and ed did a much better job of relaying the message this quarter....maybe because they had a better message to relay. I agree that ZUMA (nice possible ticker) sounds hot. i'll wait for sector to listen to the cc to confirm it. i like the fact that they set up ZUMA as a separate division that is a near-term spin off candidate. there wasn't much i didn't like, with the exception of their unwillingness to address, in detail, the JNPR relationship with NAC. My understanding of the relationship is JNPR is selling one of MRV's products along with their routers (in tandem). maybe sector can provide details as to which product (i still get them all somewhat confused<g>). i'm just patiently awaiting a new ceo for new access and further details about the house that will do the spinoff. i mean, i can ramble for awhile, but the bottom line is very positive. we've got a very high tech communications company that actually has earnings, but is developing what appears to be leading edge routers that will "leap frog" foundry and extreme's products. THAT gives me goosebumps and hopefully will be recognized by new analysts for what it is. would really like to see warburg dillon reed and jp morgan pick up coverage...and, who knows who else might bring in coverage once the OA spinoff is announced. analysts really do like a clearer picture. speaking of which, i was happy to see them announce the separate revenue of OA. let's see, marconi/bellsouth...on target and now not only purchasing optical, but data as well! and on, and on... exciting!