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: Duffeck who wrote (33256)	6/14/2001 7:16:29 AM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<<At 6 hookups per triplexor that's 100K triplexors @ $250 per triplexor that's an income to Luminent of about $150,000,000. Is that possible?>> Duff, I think the numbers are 2-4 houses per Triplexor. $250 is reasonable I think (I can't remember where/when we got that number) - although the Triplexor also includes the Duplexor and I'm not sure if that $250 number includes that or not. But that only adds up to $37.5 Million - $75 Million. I think the average connection is towards the lower number (2). That number is CUMULATIVE over the years and runs to the end of 2001. For a Cross check, LMNE did $48.2 million in Q1 and Marconi was a 14% customer, or $6.75 Million or around 27,000 triplexors, or 54,000-100,000 homes wired by BellSouth in Q1 (probably nearer the lower figure). Q1 was a bit light (historically weak winter quarter for FTTC), so say $30 Million for Triplexors this year. The numbers seem very reasonable to me. The important thing is Bell South is still deploying rapidly.