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

To: Duffeck who wrote (33128)	6/12/2001 12:41:43 AM
From: hedgeclipper	Respond to of 42804

Hi Duff The percentage ownership isn't the issue. This is the kind of M&A activity that VC firms engage in all the time. Look at Kleiner Perkins for example. If MRVC is serious about their business model, then one of the essential steps is combining the start up business units into combinations that make sense from a product competiveness point of view and which increase the viability of the IPO as a public company. They haven't been shy about splitting Nbase into pieces and spreading it around. Now they need to get creative and put the two Optical free space businsess units together even if it means knocking a few heads. I spent some time tonight looking at the Optical Crossing material and if their product works as well as it looks, we have a winner! Real slick! And the tone of the text is terrific. Really aggressive. Just what you need to make some headway in this market. "The OptiBridge™ 2500 is the first in a series of state-of-the art optical wireless products from Optical Crossing. Transceivers capable of 10 Gbps over 1 km are under development. Optical Crossing intends to set the standard for gigabit wireless Ethernet and next generation 10 Gbps wireless Ethernet whether it be for the “first and last mile” or inter-building link for large campuses." This kind of product is way ahead of some of the products discussed in that Merrill Lynch piece on free space optics. Frankly comparing this side by side with the Terescope makes it obvious that Optical Access needs some "juice" to really make a hit of its IPO. hc