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

To: Greg h2o who wrote (16522)	10/26/1999 12:28:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<<i sure wouldn't argue with a total spinoff with the option of current shareholders to participate. doubt that would happen, though.>> Well, from a long term perspective, I would argue. OA is critical to N-X future success, and is a key ingredient in their "innovation". Unless of course, this is a step in selling everything. Then, we get $1 Billion+ for OA, $1 Billion+ for NAC holdings (in 12-18 months), $1 Billion+ for Zuma (also in 12-18 months), $1 Billion+ for HC (say in 12 months), $1 Billion+ for CW (same 12-18 months), and another $1 Billion+ for N+X after Red-C and Linux start rolling (6-12 months). That's a lot of Billions, but that is what the market would pay in a sale of the pieces individually.