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 (17287)	12/5/1999 7:45:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Well, I've pretty much worked down my notes and thoughts. It's quite a lot really, considering it was just a two hour meeting, a two hour tour and a one hour luncheon. It helps to know what questions to ask and what "innocuous comments" (like the reference to Dr. Baruch Fischer) contain deeper implications. I'm interested now in seeing others' thoughts and comments, especially those who attended the meeting. One final point. After the tour, I had lunch with five investors, including Pat Mudge and Ron Stange, and three other gentlemen. We discussed the meeting, the positives and the shortcomings. One of the shortcomings was that a question was asked from the audience to Noam and Edmund to explain their new business concept further, and they were not really able to articulate a good reply back. If they couldn't explain this well to us, how can they explain it to the investment community? Now, maybe it was just that, articulation, but I think it is more that they have not thought through their business plan to the detail that they understand their product plan. We discussed this apparent lack of business plan, and things like Mission statements, and one of the investors, "Tony" stated that he was a former banker (I think he OWNED or RAN a bank, not just an employee), and now he has his own Consulting business helping small company's with their business plans, and that he was going to call Noam and "volunteer" his services. There was a collective gasp at the table, as we all realized that this is exactly what MRVC is missing and could use help with. Noam, when this man calls, please seriously explore what he has to offer. Here is part of the man's business card, that he gave me: "A successful business operates in accordance with a crafted Business Plan Model and a written plan." DO YOUR BUSINESS PLAN Tony - Management Consultant Noam, this man can help you - and us.

To: Sector Investor who wrote (17287)	12/5/1999 11:44:00 PM
From: Ronald D. Stange	Read Replies (1) \| Respond to of 42804

Sector: During the Annual Meeting, Noam mentioned a patent on "fractional wavelengths" and we both didn't know what that was. I PM'ed Frank Culuccio and below his reply. Neither he nor I have been able to access the Quantum Bridge site and believe that it is temporarily down. The info, when accessible, may provide another piece to the MRVC puzzle. Frank's reply: "Normal wavelengths have consumed 200 GHz, more recently 100 GHz and maybe some at 50 GHz, according to the new ITU sanctioned wavelength grids. But these are still too wide for most applications but are necessary because many techs can't go down further than 50 or 100, economically to lower channel widths. I'm not altogether certain what Noam is referring to, but I can guess that he's talking about some proprietary means of further subdividing normal lambdas to create streams that will support lower denominations of throughput. See page 5 of Quantum Bridge's white paper. I think that Noam's fractional wavelength will resemble what you see there. But they call it wavelength slicing." quantumbridge.com We'll see if the section 5 of the white paper has any context within Fischer's compendium of published papers/patents provided by Regis' post. Ron