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

To: Greg h2o who wrote (16498)	10/25/1999 9:01:00 PM
From: signist	Read Replies (2) \| Respond to of 42804

doesn't a "leap frog" in technology past Foundry and Extreme excite you? Absolutely, but I a holding a significant amount of shares since 1996. Revolutionary Edgeblaster I think it was then. We do have numerous things to get excited about. Things have drastically changed...but short term I just can't get excited on stock trading volume 300,000 shares or less for a solid week before earnings. This can be discussed either way and I truly hope I am very wrong...right now! John Where the heck is Sector? I have two grown children and without patience... Done the teeball thing long ago...that was frustrating too, for me(g)

To: Greg h2o who wrote (16498)	10/25/1999 9:31:00 PM
From: akmike	Read Replies (2) \| Respond to of 42804

Greg-Thanks for the cc summary. I agree that Noam was more forthcoming and informative than usual. One thing that needs more emphasis in the summary is the mention of Red-c as a product that will provide significant growth going forward. Noam's metaphor of the copper mountain being eclipsed by the fiber mountain was trotted back out from the last cc and was worth repeating. For clarification, Edmund's reference to NAC as to the accounting for R & D expense (and presumably, for revenues when they come) was that they are now included on an equity basis (% of ownership) rather than in total as before. I read your summary to say that they were excluded entirely. JP Morgan and Warburg Dillon were welcome presences and hopefully, they will pick up some coverage in the future and weren't just monitoring prospective competition for Cramer's Red-hots. Optical Access would definitely be hot right now and I agree with your premise that this market is giving so much credit for potential that it probably won't be worth more in Feb. (especially if the weather turns bad down there in Bell South land and they have some excuse for not hooking up new homes) Strong sequential growth in Q4 for OA will only help a little, but no or weak growth could really hurt the capitalization of the spin-off. On NAC-do you think that Kleiner Bell/Juniper have insisted on spin control and prefer some distancing from MRV operationally? This would make sense to me (and probably $ for all of us shareholders) If we acquired this investment expecting the year 2000 to be the beginning of a major ramp up in the share price,(and that is what Sector and the company have been saying)then IMHO we certainly didn't hear anything today that says we are not on track. Best regards. Mike