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

To: Greg h2o who wrote (41825)	1/6/2004 8:10:09 AM
From: NDBFREE	Respond to of 42804

In talking about Marconi NL was mixing apples and oranges. Believe the following: <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> deals with the announcement that MRVC would be supplying media boxes and other things (FiberDriver products) to Marconi so Marconi can (1) retrofit ethernet capability to existing SDH proucts/customer applications and (2) going forward be able to supply combined SDH/ethernet products. Wish I better understood if MRVC will be supplying Marconi with just customer premise equipment (CPE) or CPE equipment + product to be integrated into M's PacketSpan product.

To: Greg h2o who wrote (41825)	1/6/2004 10:37:49 AM
From: mahler_one	Read Replies (1) \| Respond to of 42804

Greg, Duff, NDB...the sale of this Marconi "division" is obviously interesting, and one hopes Noam can clarify some of the implications for MRV. One other point...the $250 Million paid establishes some sort of "floor valuation" for this kind of product line. Is there any division of MRV that might be similar in the business/product line that is done/offered? If so, has a "bottom line" valuation for that "business" been established by this sale? Marconi was pretty desperate for cash which is the reason I used the modifiers "floor valuation". One might now be able, conceivably, to place some "floor" market valuation for a piece of MRV. m1