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

To: Greg h2o who wrote (22305)	7/24/2000 5:11:40 PM
From: signist	Respond to of 42804

It is the quiet period that is a killer. All kidding a side, Noam should be able to tell us what's going on during the CC: If the SEC asks for some more i's dotted and t's crossed...OK. There is a ton of things we would love to hear. Ceo, any new contracts, possible time frame for other IPO's, etc. We wouldn't get to 460 by this Friday. (g) Me thinks a conservative estimate might be 98. Just one negative person's opinion. Just looked at today's block trades. I don't think I have seen this many for years in MRV. A lot of selling today but still time for them to buy back.

To: Greg h2o who wrote (22305)	7/24/2000 5:11:50 PM
From: kvkkc1	Respond to of 42804

You sound far more experienced than I on the IPO scene. I wouldn't be as concerned if the management didn't have the history that I've seen and watched the stock gyrate through as you must be familiar with as well. As the stock is now in a great upswing, not based on current revenue and earnings growth, but because they have some technology to spin off in a red-hot sector, I believe the IPO needs to go off without a hitch for the price to remain at it's current level or higher. Believe me, I hope it goes off smoothly, but let's just say I'm not at the 90% confidence interval.

To: Greg h2o who wrote (22305)	7/24/2000 6:24:04 PM
From: signist	Respond to of 42804

FSVK One Day Telecommunication Conference in S.F. This one day telecommunication conference will be held at the world-renowned Fairmont Hotel in San Francisco offers an unmatched blend of historic elegance and superb service. Their 591 room world-class hotel offers three restaurants and four lounges that range from casual to elegant. Perched high atop Nob Hill and centrally located, The Fairmont provides a panoramic view of the City and San Francisco Bay. The rich history, the awe-inspiring building, and the impeccable service of The Fairmont San Francisco combine to make your stay an unforgettable one. The Fairmont Hotel in San Francisco 950 Mason Street San Francisco, CA 94108 Phone: (415) 772-5000 Guest Fax: (415) 391-4833 Sales Fax: (415) 772-5086 Tenative Schedule: 7:00 AM Registration and Continental Breakfast - Mezzanine Level 7:45 AM Welcome and Introduction by F. Van Kasper, President, First Security Van Kasper California Room Time Room I - California Breaks to State Room II - Hunt Breaks to Frontier Room III - Far East Breaks to International 8:00 AM Ennovate Networks, Inc. (private) Conductus 8:30 AM iTouch (private) Metricom, Inc. 9:00 AM Brightlink Networks, Inc. (private) Superconductor Technologies, Inc. 9:30 AM Charlotte's Web Networks (private) Tetra Tech, Inc. Digital Microwave Corporation 10:00 AM Powerwave Technologies, Inc. Juniper Networks, Inc. PolyStor Corporation (private) 10:30 AM Tellium, Inc. (private) American TeleSource International, Inc. ArrayComm, Inc. (private) 11:00 AM World Wireless Communications, Inc. AML Communications, Inc. Socket Communications, Inc. 11:30 AM Luminous Networks (private) Telocity Delaware, Inc. LCC International, Inc. 12:00 PM Astral Point Communications, Inc. (private) Comtel Secure Fiber Telecommunications, Inc. (private) 12:30 PM Optical Solutions, Inc. (private) RateXchange, Inc. Wireless Facilities Inc. 1:00 PM Redback Networks, Inc. Datalink.net, Inc. Tegal Corporation 1:30 PM Pluris, Inc (private) Coyote Network Systems, Inc. International FiberCom, Inc. 2:00 PM Foundry Networks, Inc. LaserComm Inc. (private) Phonex Broadband Corporation (private) 2:30 PM Cyras Systems, Inc. (private) SSE Telecom, Inc. 3:00 PM Quarry Technologies, Inc. (private) Waverider Communications Inc. 3:30 PM Sycamore Networks, Inc. WaveSplitter Technologies, Inc (private) 4:00 PM Aplion Networks Inc. (private) Extended Systems Incorporated 4:30 PM Sonus Networks, Inc. Adaptive Broadband Corporation 5:00 PM Reception - Pavilion Room Please note: A luncheon buffet will be served on the Mezzanine Level between 11:30 a.m. and 1:00 p.m. For more information, please contact: Stephanie Cincotta 707.933.0354 FAX 707.933.0350 stcincotta@compuserve.com or your sales representative. private brokerage \| capital markets \| investment banking ipo/syndicate calendar \| research \| asset management \| conferences \| clients Professional Biographies by Office Boise \| Fresno \| Los Angeles \| Newport Beach \| New Mexico \| Phoenix \| Portland Sacramento \| San Diego \| San Francisco \| San Jose \| Salt Lake City \| Walnut Creek about fsvk \| office locations \| investment resources \| site map careers \| search \| contact us \| first security bank \| home fsvk.com © 1999-2000 First Security Van Kasper Site Credits

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