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

To: Greg h2o who wrote (38310)	2/28/2002 8:55:20 PM
From: hedgeclipper	Read Replies (1) \| Respond to of 42804

There is a new Kundenzeitschrift on the German OA site. On page 8 it looks like a prenouncement of new Optiswitch products for Q2. opticalaccess.de The newly posted case studies on the San Diego OA website included a writeup on the project in Sao Paulo. This is our partner in Brazil; d3.com.br And if I read this right, MRV owns 10% of D3. d3.com.br D3 entra com tecnologia fotônica no mercado corporativo Trata-se de uma espécie de fibra óptica sem a fibra. A detentora da tecnologia, de origem militar israelense, é a também israelense MRV/OpticalAccess, sócia da D3 com 10%. I am getting the uneasy feeling that the only way MRV/OA can get these firms to take on the Terescope/Optiswitch line is by taking an equity position in the company. Tellaire/ Broadband/EDSlan/Turnkey. There is a pattern here. Something like selling dimes for a nickel. Thoughts anyone? hc