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

To: Sector Investor who wrote (17286)	12/5/1999 6:55:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

Notes on the Foundry The new foundry and MOCVD lab is now up and running. Explaining the capabilities of this new equipment gets too technical to discuss in this forum (I'm not going to attempt to explain quantum wells - which was something they couldn't do before, but now they can). Basically, from an investor's perspective what be need to know is: A) It is installed and running - and already expensed B) It gives them up to 10 times the capacity they had before C) They have significant new capabilities they didn't have before (like those quantum wells) D) They now have the flexibility to produce products in new areas that fit niche markets that are evolving all the time, which their bigger competitors are not interested because they are too small or the margins not high enough. Their ability to quickly develop new products should continue to fuel rapid growth for Optical Access. E) The new equipment has cutting edge capabilities, down to 0.2 microns at least. 0.2 microns is very small. A human hair is 80 microns. Draw a 12" circle to represent a human hair. Now take a ruler and mark of 1/32" somewhere in the circle (actually a bit smaller, but your ruler probably can't go that small). Pencil in this tiny 1/32" circle. That is the resolution their equipment can work at - possibly even more. The manufacturer of the equipment is "Thomas Swan". If someone wants to research and post the capabilities of this equipment, it would be useful.