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

To: Bridge Player who wrote (41438)	8/21/2003 7:55:44 AM
From: NDBFREE	Read Replies (1) \| Respond to of 42804

Copied from a post on Yahoo MRVC MB: Cody Willard/TheStreet.com published the 78th issue of the Telecom Connection this evening (8/20/2003, 7:45pm EST). Cody made comment concerning FTTP and MRVC: The FTTP Short List The regional Bell operating companies have chosen the short list of providers for the fiber-to-the-premise buildout, according to various reports and my own sources. Alcatel (ALA:NYSE ADR),Advanced Fibre (AFCI:Nasdaq) and Motorola / Quantum Bridge have apparently been asked to proceed to the next level, which will entail further testing and verification of the specs and compatibility, among other issues. This all pretty much matches what my sources had been telling me and I had been reporting to readers here for the last few weeks. This is particularly good for Avanex (AVNX:Nasdaq) as the company remains supremely positioned as the primary supplier of optical components for Alcatel. The other FTTP plays I laid out last week also look great, but Avanex is clearly the cheapest here with the most potential. MRV Communications (MRVC:Nasdaq) is also a big Alcatel supplier, and its stock is also very cheap, trading at less than one times revenue and just a little over cash. However, the company's diversified product lines could minimize the effect of any growth in its Luminent optical component side. I do want to add another 3,000 shares to the model portfolio at today’s closing prices to build this position up a bit more relative to some of our other names.