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

To: akmike who wrote (19955)	4/1/2000 10:47:00 PM
From: signist	Read Replies (1) \| Respond to of 42804

Hi akmike, You have highlighted maybe half of what is so compelling to be in this stock. If everything were to work out as advertised...I can't comprehend what this company would be worth but with all this...this is what is focused on! biz.yahoo.com <<<<<March 30, 2000 MRV COMMUNICATIONS INC (MRVC) Annual Report (SEC form 10-K) Recent actions and comments from the Securities and Exchange Commission (the Commission) have indicated that the Commission continues to review the current valuation methodology of purchased in-process research and development related to business combinations. The Commission has not notified MRV of any plans to review MRV's methodology for valuing purchased in-process research and development. The Company's action to reconsider that valuation of in process research and development related to the Xyplex Acquisition was voluntary. The Company believes it is in compliance with all of the rules and related guidance as they currently exist. However, there can be no assurance that the Commission, in the future, will not review MRV's accounting for the Xyplex Acquisition and seek to apply retroactively new guidance and change the amount of purchased in-process research and development expensed by the Company. This would result in an additional restatement of previously filed financial statements of the Company and could have a material adverse impact on financial results for periods subsequent to the acquisition.>>> Sheesh! ^%$@?()_(^ The Commission has not notified MRV of any plans to review MRV's methodology for valuing purchased in-process research and development. The Commission has not notified MRV of any plans to review MRV's methodology for valuing purchased in-process research and development. The Commission has not notified MRV of any plans to review MRV's methodology for valuing purchased in-process research and development. The Commission has not notified MRV of any plans to review MRV's methodology for valuing purchased in-process research and development. The Commission has not notified MRV of any plans to review MRV's methodology for valuing purchased in-process research and development. The Commission has not notified MRV of any plans to review MRV's methodology for valuing purchased in-process research and development. Did the person that used this headline read the other thousands of words in the 10k? In the Pinko days this is the same BS some wanted to perpetuate. I ignored them, management ignored them the last time and most all of us got hurt. The difference this time is management is out front VOLUNTARILY with this POSSIBILITY because the SEC published, again, a general statement in this regard. Also, management VOLUNTARILY revisited the numbers and readjusted the XYPLEX write off VOLUNTARILY. Half of ALL 10k's and most all other filings have many, many stated POSSIBLE RISK FACTORS included so IF>>>IF something disappointing does happen, they warned the public of the possibility. When anyone reads them it is surprising anyone invests in any public company. Good Grief!

To: akmike who wrote (19955)	4/2/2000 11:29:00 AM
From: delmarbill	Respond to of 42804

If the new product...is has hot as it looks... I've been pondering this for the last several hours. I have to admit that when I first saw the announcement, my immediate response was- CWDM, that's old technology, who cares? But with a little bit of reading, and an understanding of where this product fits into the overall network topology, I now believe that we should all care a lot! It is the ideal low-cost solution for businesses (and homes), which don't require a lot of bandwidth, to connect to the nearest hub of a DWDM system. At 10 Gbs x 4 channels, the aggregate badwidth is 40Gbps = 1000 volumes of an encyclopedia/sec. With scalability this obviously can be increased. The main point is, think of how many tranceivers might be sold over the next few years. Optical access has launched a product that addresses a need as far downstream as you can go - the point of maximal amplification (and therefore revenue). Sounds like a sound business strategy to me.