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

To: signist who wrote (20565)	4/27/2000 5:33:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

<<are they participating in out-sourcing recently announced by JDSU LU ?>> they obviously, from snubbing one of my questions (rightfully so) are not going to answer customer specific questions...

To: signist who wrote (20565)	4/27/2000 5:50:00 PM
From: Greg h2o	Respond to of 42804

ok, you can all pick up the replay at about 6:45, but here are a few of what i consider to be highlights: -while trailing revenue for the 3 acquisitions only amounted to less than $5mil for the prior quarter, they appear to provide needed technology and additional production facilities. -you can listen to the details, but capacity increases are substantial... squ ft capacity about 6mo ago was about 35k and is now about 270k sq ft.... not bad. -will be going head-to-head with terabeam and are working on a "fog-proof" solution....(JOLT) -will prepare that this division for ipo, as well.... --10 gigabit optical tansceiver -Luminent ipo registration within 90 days and then could be up to 90 more before sec completes filing.... --LOOK AT THE SUM OF THE PARTS! (ownership already posted, but note mrv is the single largest shareholder of Zaffire and HC, both of which are moving forward at a rapid pace. -still maintain a strong cash position -clearly, exiting LAN lowered revenue substantially, but this shouldn't be a big shock, and in my estimation remains a good move for future growth. -only modest sequential growth with substantial rampup in '01 (why else do you increase capacity???) -they HAVE selected a broker for IPO of Luminent-- cannot name due to filing.... but looking for additional coverage, as well -likely better competing with terabeam than providing some components to them,but will be doing both. -mentioned top customers as LU, CSCO, NT, etc... (no big surprise) -currently operating at capacity -Charlotte's Web-- beginning customer trials with a "high profile" customer in the US -Zaffire-- exceeding expectations, but look to Zaffire for their announcements... -Zuma- attempting software and hardware integration-- boy, would i like to hear further details on that. HC- ipo? timing is a function of ramp-up in revenue. ok, go listen in an hour....whew!