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 (41319)	7/14/2003 10:30:20 AM
From: Dee Jay	Respond to of 42804

some smart people are putting some decent bets on telcom capex coming back in the near future, it would seem. I wonder too how MRV will be affected - though as I recall our metro gear is more enterprise-oriented as opposed to carrier class. Please correct me if I'm wrong. Dee Jay

To: mahler_one who wrote (41319)	7/14/2003 10:52:58 AM
From: Duffeck	Respond to of 42804

M1 why don't you ask Noam he probably knows Rubinstain since they both worked at Fibronics around the same time and went to the same University. Avinoam Rubinstain Founder, Chief Technology Officer and Senior Vice President, Engineering Prior to founding Atrica, Avinoam Rubinstain served in senior positions at 3Com over the previous six years. His most recent position was at 3Com's Network System Business Unit, where, as Vice President and Product Platform Manager for Voice and WAN Group, he was responsible for LAN telephony. Rubinstain also served as General Manager of NiceCom Division (NCD) which was responsible for LAN ATM and Converged Networking solutions for carrier and large enterprise customers whose turnover was in excess of $100 million. Rubinstain's association with 3Com began in October 1994, with their acquisition of NiceCom Ltd, an israeli company he had co-founded in 1989 and in which he served as VP R&D. Prior to NiceCom, Rubinstain had worked as a senior technical staff member at Fibronics, where he led several FDDI developments (1985-89) and as a technical staff member at the Technion Digital Signal Processing Laboratory (1982-85). Rubinstain was awarded a B.Sc. degree in Electrical Engineering from the Technion-Israel Institute of Technology, where he also completed the course work for an MA in Electrical Engineering. Contact: Avinoam Rubinstain atrica.com Noam Lotan has been the President, Chief Executive Officer and a Director of the Company since May 1990 and became Chief Financial Officer of the Company in October 1993, in which position he served until June 1995. From March 1987 to January 1990, Mr. Lotan served as Managing Director of Fibronics (UK) Ltd., the United Kingdom subsidiary of Fibronics International Inc. (“Fibronics”), a manufacturer of fiber optic communication networks. The Company purchased the Fibronics business in September 1996. From January 1985 to March 1987, Mr. Lotan served as a Director of European Operations for Fibronics. Prior to such time, Mr. Lotan held a variety of sales and marketing positions with Fibronics and Hewlett-Packard. Mr. Lotan holds a Bachelor of Science degree in Electrical Engineering from the Technion, the Israel Institute of Technology, and a Masters degree in Business Administration from INSEAD (the European Institute of Business Administration, Fontainebleau, France). duff

To: mahler_one who wrote (41319)	7/14/2003 12:44:41 PM
From: Dee Jay	Read Replies (1) \| Respond to of 42804

here's another company in the same field as MRVC, with an emphasis on FTTH. Interesting story in today's San Francisco Chronicle: "WAITING IN THE WINGS Staying alive Livermore startup struggles to survive telecom crash What if they staged a broadband revolution and nobody came? That's the dilemma that almost brought down networking equipment-maker Alloptic. The Livermore startup developed an ingenious way of connecting homes and businesses to the high-speed fiber-optic networks laid across America a few years back to carry surging telecommunications traffic. But in the teeth of the tech sector's worst-ever depression, the market for Alloptic's futuristic products never opened up. Tiny Alloptic offers a worm's-eye view of a tech economy gone bad. It is one of hundreds or thousands of young companies with pathbreaking technologies that went through a struggle to survive that couldn't have been imagined during the boom years of the late 1990s.... Alloptic makes equipment that carries signals from fiber-optic networks directly into homes and businesses, converting them to forms that can be used by computers, televisions, telephones and digital devices... But now things are beginning to look up. A big market for Alloptic's technology could be opening up in places like Korea, Japan and Taiwan, where governments are subsidizing the construction of fiber-optic networks. And the company's long-term prospects are bright." We're active in the same places. More at: sfgate.com