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

To: Mike E. who wrote (26076)	10/25/2000 9:06:34 AM
From: James Calladine	Read Replies (1) \| Respond to of 42804

PRETTY NERVOUS PRE-MARKET! Time (ET) Pre-Market Price Pre-Market Share Volume 09.00 $ 44.75 100 08.58 $ 45 500 08.54 $ 44 100 08.51 $ 44 100 08.50 $ 44 200 08.50 $ 44.25 300 08.45 $ 44 200 08.45 $ 44 200 08.45 $ 44 400 08.44 $ 43.9375 100 08.43 $ 43 9000 08.36 $ 42.25 200 08.36 $ 40.5 200 08.36 $ 40.5 300 08.29 $ 42.75 500 08.28 $ 44.625 200 08.26 $ 42.9375 100 08.20 $ 42.75 100 08.20 $ 42 100 08.10 $ 42.5 100 08.06 $ 43 100 08.06 $ 43 200 08.06 $ 43 100 08.06 $ 43 100 08.01 $ 43 100 After this "saga" with MRVC is over, I think I will be in the market for investment grade bonds or maybe something I can put under a mattress or hide in the woods somewhere. Best wishes, Jim

To: Mike E. who wrote (26076)	10/25/2000 9:08:22 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Yes. Pat Mudge did an excellent job documenting the NT CC. Look at what NT recorded for optical this quarter. "90% optical growth , 120% for 9 mos. Metro was strong. Excess of 1 billion, approaching 2 bi run-rate. In optical area bottleneck has now moved from components to installation areas. Optical revenue will exceed $10 billion representing 135 to 145% growth y/y." Look where the lower growth was - Core switching - I've documented here the recent trend away from ATM switching back to routing (good for CWNT). - Enterprise - Voice Infrastructure - Old circuit switched equipment, which NT still has a lot of. Message 14652603 Bottom line. I think they want an excuse to knock opticals down a bit. JDSU reports tonight?