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

To: Greg h2o who wrote (20612)	4/28/2000 8:58:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Greg, the analysts need to recheck the "operating at capacity" issue in the CC. This was at a "confused" time of the CC. IMO, this cannot possibly be true - or even close to true. How are they going to ramp all those Laser diodes while at full capacity? I think Noam meant the OA part (pre expansion) is operating at full capacity. How do they plan to grow Shanghai from 170 employees to 500 employees in a year, if they are at "full capacity"? They just went from 35,000 sq ft to 270,000 sq ft. The acquisitions only had $5 million in revs. No way can it all be full. They have to have tremendous expansion potential - thats part of why they made these acquisitions and the deal with KMW too. This just HAS to have been interpreted wrong.