Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Greg h2o who wrote (23616)	9/8/2000 8:59:33 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Greg, NT has also told JDSU that they don't want them to be their sole supplier. I posted this a bit back, but it's good to recheck. The text on that is about half way down this link (I bolded it of course). Message 14277985 Both the CSCO and NT bits could be positive for LUMN. I forwarded the NT article to Noam to be sure he saw it.

To: Greg h2o who wrote (23616)	9/8/2000 5:25:28 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<i understand LUMN is now running 2 shifts at their production facilities ... hopefully, that will help CSCO's component problems.>> I'm just picking up on this post of yours now. Greg, that fits very nicely with this job posting information that Kaka on Yahoo! posted yesterday. There are references to "2nd shift" further down - "assemblers", which apparently runs 8:00PM to 4:30 AM (ugh). luminentinc.com This seems like significant "tooling up", and is very welcome news just prior to IPO - and afterwards too as earnings growth should be spectacular. Knowing CSCO is a customer, knowing their critical need for components, and remembering that I don't think they were on two shifts the last time I toured MRVC, are all indications that LUMN is stretching to help out at least one valued customer. Perhaps they are helping both of their major customers because articles of MCNY wins have been posted. Or maybe we will get (or are getting) a piece of NT's business for second sourcing some components they are getting from JDSU now, and that they stated they don't want JDSU to be sole supplier. Yes, I think the LUMN IPO will do just fine! <g>