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


To: coachbobknight who wrote (24865)10/4/2000 7:11:59 PM
From: coachbobknight  Read Replies (2) | Respond to of 42804
 
WE CAN MAKE THIS HAPPEN...part 4

GOAL #3 we need some coverage from the street.com

these folks are always looking for stories and they love to profile plays in hot sectors...

i am including a link below that we should all include in our emails to these folks...it is the most recent report from chet white...others may wish to suggest different links...

Message 14402819

this link is golden...

here are the email addresses...

ckoon@thestreet.com(she wrote the most recent article from them that mentioned mrvc and lmne briefly)

jseymour@thestreet.com

i will list more later



To: coachbobknight who wrote (24865)10/4/2000 7:16:51 PM
From: Sector Investor  Read Replies (1) | Respond to of 42804
 
This is the first few minutes I have to surf the net while on vacation. Here is a post on Terabeam.

messages.yahoo.com

Oops - gotta go.



To: coachbobknight who wrote (24865)10/4/2000 11:10:08 PM
From: Duffeck  Read Replies (1) | Respond to of 42804
 
Coach: Re: GOAL #2

OK I'm willing to help out with this one. What ammunition do we have. I have seen David Faber put up a chart on the fiber optics sector but I forget what companies he included. as I recall there were 6 to 8 of them. What were they?
Lets compile a list here based on some criteria such as ttm sales and see where Luminent fits in. Here is a start.

GLW ~ $5.62B looks huge wonder what part fo?
JDSU ~ $1.43B
SDLI ~ $289M
CIEN ~ $712M
.
.
.
.
LMNE ~ $106M

For reference the current S-1 Luminent lists its competitors as including ".....Agilent Technologies, Corning Incorporated, Finisar Corporation, Fujitsu, Infineon AG, International Business Machines Corporation, JDS Uniphase Corp., Lucent Technologies, Inc., Sumitomo, Tyco International, Ltd. and other companies that offer or have announced similar products."

Or maybe you mean the fiber optics "networking" sector and we should include the whole MRV enchilada with all the subsidiaries and partner companies except I suppose Hyperchannel?

duff