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: Regis McConnell who wrote (17258)	12/4/1999 2:27:00 PM
From: Regis McConnell	Respond to of 42804

Again, to emphisise the reference to... "...the actual speed of the memory is currently limited by how fast you can steer a laser beam to the correct spot on the memory." Several of Professor Fischer's patents #'s 3, 4 & 5, seem to directly correlate the ability to "steer" & focus a laser as referenced above. "3.`Optical Apparatus and Method for Beam Coupling Useful in Light Beam Steering and Spatial Light Modulation', Patent No. 81723, in Israel (March 1, 1987), and in the USA no. 4,869,579 (Sep. 26, 1989, and filed on July 28, 1987). 4.``Methods or Image Information Storage in Crystals and for Quasi-Phase Matching in Nonlinear Optics'. In preparation. 5.``Method for Line Narrowing and of Lasers and Controllable Filtering by Wave, Mixing Especially Useable in Fiber Amplifiers and Lasers'. In preparation. " Note that both pages referenced below were last updated in 1998, since we are refering to a field whose developments evolve literally 'at the speed of light', things are sure to have progressed since then. tiger.technion.ac.il fourmilab.ch Regis

To: Regis McConnell who wrote (17258)	12/4/1999 2:32:00 PM
From: BlueCrab	Respond to of 42804

Regis, so MRVC intends to be the generator of various lightworks, which would be farmed out to appropriate development guidance folks to form the startups? This indicates to me that MRVC envisions not only a tremendous array of gizmos today, but down the road a few years/decades. Wonder what the manufacturing/marketing commonalities will be? If many could use the same sources, it would mean huge savings to the newly-formed companies. Is this where KP fits in? Welcome to the MRVC kairetsu, folks.

To: Regis McConnell who wrote (17258)	12/4/1999 3:41:00 PM
From: Ronald D. Stange	Read Replies (1) \| Respond to of 42804

Though it is yet to be seen as to precisely how current shareholders will directly or indirectly participate in the startups growth. The 'initiator' & research/gestation focused model allows for partnering & entrepenuership which provides the economic incentives necessary for each to become a leader in its own right. Independence, codependence,interdependence promotes an environment in which those resources necessary for product development & market success are maximized. As the 'original source' for gestating such endeavors, MRV's position as the prime initiator is just beginning to come into focus for investors. And gleaned per Noam's comments (paraphased), the 'gestation process' if held permanently under the MRVC umbrella would slow the process down, be limited by bandwidth resources (personnel) within MRVC, and not as likely to attract cutting edge talent.

To: Regis McConnell who wrote (17258)	12/4/1999 3:44:00 PM
From: Ronald D. Stange	Read Replies (1) \| Respond to of 42804

Sorry for repost Regis - excellent paragraph. Though it is yet to be seen as to precisely how current shareholders will directly or indirectly participate in the startups growth. The 'initiator' & research/gestation focused model allows for partnering & entrepenuership which provides the economic incentives necessary for each to become a leader in its own right. Independence, co-dependence,interdependence promotes an environment in which those resources necessary for product development & market success are maximized. As the 'original source' for gestating such endeavors, MRV's position as the prime initiator is just beginning to come into focus for investors. And gleaned per Noam's comments (paraphased), the 'gestation process' if held permanently under the MRVC umbrella would slow the process down, be limited by bandwidth resources (personnel) within MRVC and not as likely to attract cutting edge talent. Ron

To: Regis McConnell who wrote (17258)	12/4/1999 5:37:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

I made it back safely. Wow! Excellent work people, in just a few hours, too. <<Which leads to, Halobium, of which can be made, "...a working optical bistable switch, fabricated in a monolayer by self-assembly, that reliably stores data with 10,000 molecules per bit . The molecule switches in 500 femtoseconds--that's 1/2000 of a nanosecond, and the actual speed of the memory is currently limited by how fast you can steer a laser beam to the correct spot on the memory." >> Incredible! We are talking WAY MORE than just optical switching here - which alone would be tremendous. We are talking also about optical storage (with attendant orders of magnitude improvements in capacity, retrieval speed, size reduction, power consumption and reliability), but we are also talking about optical and molecular level computing (storing, retrieving, transporting and switching and processing data). This work could have vast implications down the road. The incubation of a startup like this, combined with the high innovation MRV is showing and the speed with which they are moving is exciting indeed. We know exactly NOTHING about the immediate specific venture, but we know that this is not pure research - something very practical will come out of this in the next year or two and probably many somethings further down the road. Awesome. Now to unpack, then sit down to watch a young DePaul team with excellent talent (an all-american candidate, a high leaping, hard dunking guard and a good front court with a 7' center) play Duke at Duke in a nationally televised game at 6:00 central time. We can get back to MINOR things like changes to pervasive technologies such as networking, switching, storage and computing, later.

To: Regis McConnell who wrote (17258)	12/5/1999 5:55:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

These comments of yours need to be reposted for emphasis. I took the liberty of highlighting the key points of each. <<Happily, this would indicate cutting edge optical sciences, & potential startup/IPO's being 'initiated' well into the coming century. ;-) The depth & breadth of MRV's positioning as benefactor of such developments in the realm of optical data/imaging is simply astounding. An "order of magnitude" in conceptualizing MRV's vast product & R&D reach is again required . Remember when Professor Fischer & Professor Tsui, (the Nobel prize winner) joined MRV's board. At that time some voiced a vote for more 'marketing orientated' individuals. I think not. >> I think not too. These two prestigious gentlemen, one a Nobel laureate in Physics and one the Dean of Electrical Engineering from the Technion technion.ac.il Now that we know that MRVC is incubating multiple startups in cutting edge fields, and that Dr. Fischer is going to be involved in a startup venture very soon, can Dr. Tsui be far behind? And, if you were a graduate student or post-Doc in the optical field, where would you rather work: A) For one of these men, in some cutting edge venture with exciting prospects, AND participate in and benefit from possible future IPOs, or B) working for LU or CSCO as an obscure pawn in some large R&D laboratory, at probably double the salary? And if you were an MRV employee, and you could see these prospects, and know that some day not too far off their MRV stock is going to go through the roof through their partial ownership of these startups (it will take time, but it just HAS to), why would you quit and work anywhere else? These have to be exciting times for employees too.