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: mahler_one who wrote (41274)	7/1/2003 11:14:39 AM
From: NDBFREE	Read Replies (1) \| Respond to of 42804

As I understand it Marconi basically went bankrupt with the common stock holders losing most/all their money. Company reemerged from British form of bankrupcy intack (a lot smaller I believe) with the previous debt holders owning most of the company. Marconi has a very large installed equipment base, lots of good (and loyal) customers and a go-forward financial structure. MRVC deal with Marconi should be good (but as you say hard to quantify how good $$ wise). Would like to see MRVC set up similiar reseller approach with Marconi's competitors which includes (IMO) Alcatel, Nortel, Lucent, etc. Now if I (or preferrably someone else) can only figure out exactly what hardware MRVC will be supplying to Marconi.

To: mahler_one who wrote (41274)	7/1/2003 12:28:16 PM
From: Duffeck	Read Replies (2) \| Respond to of 42804

<<Can anyone comment about Marconi in so far as their business is concerned?>> Lotam likes Marconi PLC (MCONY) marconi.com, a supplier of ATM, DWDM, and SDH hardware. Here’s what he says about it: “I bought Marconi because we’re one of their suppliers, so I know how aggressively they’re moving. I am sure that people are underestimating them. Ultimately everything will go to fiber, and on its own that makes them a good buy. There’s no downside. There’s only upside. Right now it’s boring but in six months you’ll see it climb, big time.” lightreading.com Of course that was then! duff