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

To: Bridge Player who wrote (26009)	10/24/2000 1:53:46 AM
From: William D. Tanner	Respond to of 42804

<[Note: Sector's entry of 99 1/2 may be changed up to that time as it was not a true entry.]> Pessimist!

To: Bridge Player who wrote (26009)	10/24/2000 8:54:08 AM
From: Zach	Respond to of 42804

BP: I'm in for 35 1/4. (oops knc beat me to 35). Zach

To: Bridge Player who wrote (26009)	10/24/2000 9:17:55 AM
From: anil k goel	Respond to of 42804

$45... In my moments of idle thought, I wondered if CSFB have a conflict of interest between LMNE and MRVC, i.e., they would want LMNE to become a hot commodity but if MRVC's stock is where it is, would it not be more enticing for buyers to load up on MRVC thereby moving cash away from LMNE. Comments?

To: Bridge Player who wrote (26009)	10/24/2000 9:23:07 AM
From: renard fox	Read Replies (1) \| Respond to of 42804

Bonjour y'all, Let's see. CIEN revenues were 12 mo Oct 1997 373 million 1998 508 1999 482 9 mo 2000 571 (say 12 mo = 800 as my estimate) Stock price $142. If LMNE revs are 120 million now, say 200 in 2001 and say 350 in 2002, what should stockprice be. Using same rps as CIEN on 2002 revs ( just looking a little forward), I come up with 350/800*142=62.125. 62.125 will be my number. Best regards and good luck, Renard Fox