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

To: Duffeck who wrote (41824)	1/6/2004 7:49:39 AM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

mrv.com <<"Our business is based on two elements - explain Mr Lotan - one is directly related to Carriers (Telecom Italia, France Telecom, Belgacom). Nearly 80% of our revenues, which consist of around 250 million dollars per year, comes from the network infrastructure business. The remaining 20% - this is the second element - comes from the optical components market through our subsidiary Luminent, which is a supplier of companies like Cisco, Nortel and Marconi". Particularly, Marconi will incorporate MRV's technology into its PacketSpan solution, lowering the cost of operators' customer premises equipment (CPE) and improving the manageability and operating expenses of Ethernet-over-SDH services.>>

To: Duffeck who wrote (41824)	1/6/2004 11:34:29 PM
From: Duffeck	Read Replies (2) \| Respond to of 42804

<<Humm didn't the North American unit of Marconi Corpi sell Luminent Triplexors to Bellsouth? Over 200,000 installations as of about 3 years ago.>> Now I remember: "In January 1999 GEC announced the planned sale of their defense business in order to focus on telecommunications. On March 1, 1999, RELTEC was purchased by GEC and integrated into the Marconi Communications group. December 9, 1999, GEC and all of its businesses became known as Marconi." relteccorp.com Reltec was Luminent's customer for triplexors, duplexors and other FTTX equipment used by Bell south before Reltec became part of Marconi. Sounds like this is the part of Marconi being bought by AFCI for $240 million. biz.yahoo.com biz.yahoo.com So connecting the dots since AFCI supplies Verizon this will make MRV a secondary supplier of Verizon in their FTTX buildout. "Last month, Verizon selected Advanced Fibre Communications Inc. (NasdaqNM:AFCI - News), Sumitomo Electric Lightwave, Pirelli Communications Cables and Systems North America, and Fiber Optic Network Solutions for the project. Verizon said Monday that its initial deployment plans involve about 1 million homes next year, with the pace potentially doubling in 2005." biz.yahoo.com Make sense? duff