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

To: Sector Investor who wrote (17294)	12/6/1999 12:10:00 AM
From: J. Conley	Read Replies (1) \| Respond to of 42804

Sector, I do not know exactly to what you are responding on Yahoo!, but the money could have indeed been intended for an acquisition. I believe the company used aggressive accounting and in part used acquisitions to obscure what would have been otherwise straightforward reports. Maybe they intended to keep doing this so that one could never truly know the performance of the company. Also, due to the events in that time frame, I believe the company, and its officers and directors, narrowly escaped shareholder litigation that would have cast a dark cloud over the company for a very long period of time. And amid all the enthusiasm for the technology, just as a note of caution, I will say, once again, that we've been here before. A few years ago members of the AOL Fool board went to the annual meeting, toured the factory, spoke with management, reviewed the technology, and were VERY impressed. At the time, GE was the next big thing, and this company had a clear technological lead in its development. In the following three years this company was a dismal failure in its market and never gained any significant market presence against the competition. The playing field is intense. You know this, but even assuming they have the best technology, it is not always the best technology that succeeds. Customers aren't reading white papers, and aren't necessarily willing to be the first on the block to try out the latest thing. Some are happy to wait a few months. That said, I am still currently long MRVC, but have no idea what the long term prospects really are for this company.

To: Sector Investor who wrote (17294)	12/6/1999 2:48:00 AM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

This should make a few eyeballs bleed. Here's what I could dig up on our other new board member, Daniel C. Tsui. It seems that much of the research is focused on the topic of superconductivity, the exotic materials capable of such, & single photon transport. Daniel C. Tsui resume (1998) princeton.edu A statement on the work that earned Dr.Tsui the Nobel Prize. ocpaweb.org A 1999 conference, "New Developments in Quantum Hall Effects" demonstrates the extent of its influence today. tpi.umn.edu "New experiments performed by Tsui and Shayegan study the phenomenon of metallic-like conductivity in zero magnetic field in electron and hole systems and the issue of a metal-insulator transitions in zero magnetic field." pmi.princeton.edu natureasia.com A paper given this fall, "Anomalous transport in an ultra-small Si quantum dot". haithabu.fy.chalmers.se haithabu.fy.chalmers.se Dan Shahar studied under Daniel Tsui at Princeton & now is at the Weizmann Institute of Science in Rehovot, Israel. This should provide an understanding of the types & extent of the research influenced by Tsui's 'quantum Hall effect'. They collaborated on several papers as recently as 1998. weizmann.ac.il weizmann.ac.il Similar research at Stanford & Cornell, The 'Stanford Mesoscopic Quantum Optics Homepage', seems to contain similar research material. Note under Semiconductor Cavity QED, the "single photon turnstile device" described sounds similar to the above mentioned, "Anomalous transport in an ultra-small Si quantum dot". feynman.stanford.edu feynman.stanford.edu The Cornell Center for Material Research, click on each of the IRG's 1-4. msc.cornell.edu Regis