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

To: Greg h2o who wrote (20084)	4/5/2000 5:44:00 PM
From: akmike	Read Replies (1) \| Respond to of 42804

I wouldn't quarrel with characterizing whoever gives us our first "large" order as "leading"-let us all hope that they are leading a long,long line of followers. One point to be made is that it won't take a lot of orders for the new higher-ticket items we are now selling to provide significant increases to gross profit to make up for the discontinued products. If we were to stay on the trend line the discontinued products would have represented about 8 million in sales in Q2 with gross margins in the low 20's. Therefore this one order of Red-C could have replaced all of the business jettisoned. This is just one order shipped in the first week of the quarter for one of the new products. It is stark confirmation of how far this small company has come in the past two years.

To: Greg h2o who wrote (20084)	4/6/2000 1:05:00 AM
From: signist	Respond to of 42804

Subject: From: Diana Hayden <diana@mrv.com> MRV's CEO, Noam Lotan - Top 10 Movers and Sharkers in Optical Networking Date: Wed, 05 Apr 2000 19:26:10 -0700 To: (Recipient list suppressed) Dear Investors: Click on the link below to see MRV's President and CEO, Noam Lotan, as one of the Top 10 Movers and Shakers in Optical Networking. lightreading.com Spring has sprung - and that means it's high time for Light Reading to clean up our Top Ten list of the most important players in the optical networking industry. Our February list provoked a storm of email. At least two of you agreed with our picks. The other 189 all suggested modifications - and the language used suggested they were serious. We particularly enjoyed the following messages: "Enjoy living in a well, the way frogs do" "You are really stupid" "I'm not sure I like your tone" Whatever! There are plenty of big changes in this month's newly revised ranking of optical networking power hitters, including: Three new players Three demotions to the has-been bin (that's gotta hurt!) A seven place jump for Nortel's Don Smith A drop of three spots for Wu-Fu Chen (gasp!) A new number one mover and shaker Click on any entry below to get the updated skinny on these optical networking power hitters. Table 1: Top 10 Movers and Shakers NEW TABLE Position Name Last Month's Position Months on List 1 Vinod Khosla 4 2 2 Carl Russo 2 2 3 Don Smith 10 2 4 Wu-Fu Chen 1 2 5 Kevin Kalkhoven -- 1 6 David Huber 6 2 7 Dan Smith 7 2 8 Vab Goel -- 1 9 Noam Lotan -- 1 10 Gary Winnick 9 2 HAS-BEEN BIN Name Last Position on List Total months on List Peter Lothberg 3 1 Janus Birgersson 5 1 Frank Ianna 7 1 Light Reading will review our Movers and Shakers again next month, adding new players when necessary, as well as relegating anyone whose mojo has faded to our 'has-been' bin. You can help. Send your suggestions for moves, adds, and changes to this Top 10 list to editors@lightreading.com.