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

To: signist who wrote (19123)	2/22/2000 7:47:00 PM
From: puborectalis	Respond to of 42804

the optical market will be hot for years to come...let them sell tomorrow cause I'll be buying.

To: signist who wrote (19123)	2/22/2000 9:47:00 PM
From: Greg h2o	Respond to of 42804

Conference call notes: and <<Isn't it about time for some additional coverage?>> one of the issues i wanted to address... thought it was very interesting that CS First Boston was on the call. first time i remember them being on. and, they asked questions about optical momentum (not their wording), to which the answer was basically, optical will become a larger % in Q2. look, they aren't ramping up production for nothing! -FOSI should be neutral to earnings this year (adding over $20mil in revenue) and accretive in 01. -OA can now offer both passive and active, the olyother able to do this is JDSU. will easily be one of the top 5 optical component suppliers. -i thought the explanation of what FOSI will add, in terms of fitting into the biz model, was quite interesting...excuse me if i botch what was said, but basically, they said OA's current products "make the beams" and the new FOSI products "move the beams around". -adds 150k sq ft of manufacturing space. -labor intensive manufacturing will be moved to mainland china (china loves to do work with companies that add to their infrastructure). -current FOSI customers include General Inst, Cisco, Lucent, Marconi, etc... -briefly mentioned OA "public offering" -RedC booked orders from 3 customers (beating Redback in head-to-head competition for at least one of these). -Could have sworn i heard him say something about "InReach Family of products...i'm unfamiliar with that one.... -*Linux-OptiSwitch Divisioncity carriers and multilayer traffic management. -New Access engaged carriers for DWDM optical networking gear in regional networks Ramping up, big time...now have 80+ employees and getting customer trials sooner than expected. Aranea--customer trials before mid-year Zuma-in validation stage and looking to strategic partners HC-completed funding -company continues to look for joint ventures (co-investments) when they don't have to give away too much equity. -LAN writedown seems like it made sense....moving to a less commodity and more profitable optical business focus. -receivables and dso's should improve in coming quarters. -Marconi sales should continue to show similar growth patterns. -optical router with built in WDM cababilities...should hear more details within 2 months. -CW-called it "on schedule" but some skepticism was brought out by Rao at Gruntal regarding the customer trials being "pushed back". -CW entering customer trials before mid year and will eventually take the company public... Noam was clearly more excited about this prospect than in the past (regardless of Rao's apathy) -would not even mention who was advising on the potential spinoffs....ARGH!!! -"*Red C customers to be announced soon" I know i missed a TON of info, but hope this helps.... ya'll fill in the missing pieces from the cc...and all feedback would be most appreciated.