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

To: Sector Investor who wrote (36242)	10/10/2001 8:45:04 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

<< I think it's pretty clear that they are playing up the "ex-LMNE" factor because LMNE no longer fits their business model.>> agree. <<They were going to spin it off, but all the shorting made it impossible. I've heard they are exploring a LMNE sale.>> they may be, but why go through the process of taking it back in if they have any serious potential buyers? again, just trying to raise a couple of questions and not at all saying this was not a very good press release...i mean, they HAVE guided higher 2 times this quarter....

To: Sector Investor who wrote (36242)	10/10/2001 8:47:00 AM
From: mahler_one	Read Replies (2) \| Respond to of 42804

Nice way to start the day Sector and Greg. Clear that MRVC is selling "something", i.e., some product(s)....wonder if we will get some indication of which products and divisions are doing "what", and how the long term plan(s) for the divisions will play out. It is clear that MRVC is doing much better then most of us would have dared to think. Wonder how many other "FO" companies are able to say that revenues are up? Interesting point Sector and Greg about the LMNE...keeping that division somewhat separate in the public's eye. Who might be interested in buying LMNE Sector...if you care to speculate. Obviously, just an opinion. m1