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


To: hedgeclipper who wrote (42522)5/26/2006 10:21:49 AM
From: cmg  Respond to of 42804
 
After the HG Genuine closing, Luminent HG will be separated from MRV and will have to absorb its share of these kinds of overhead expenses on its own. MRV will then be operating even further into the black without the burden of Luminent’s corporate overhead.

Sustained profitability???

Interesting Thesis........

cmg



To: hedgeclipper who wrote (42522)5/26/2006 1:03:19 PM
From: hedgeclipper  Read Replies (1) | Respond to of 42804
 
While HG certainly has relationships with Chinese customers which will be helpful to Luminent HG, MRV also brings existing relationships to the table..

alcatel-sbell.com.cn

Shanghai & Paris, February 6, 2006 - Alcatel Shanghai Bell today announced that China Telecom, the largest fixed telecommunication service provider in China, has selected Alcatel Shanghai Bell to upgrade its existing broadband access network across 26 provinces in China to prepare for triple play service delivery.

Hedgeclipper



To: hedgeclipper who wrote (42522)5/31/2006 9:23:27 AM
From: mahler_one  Read Replies (1) | Respond to of 42804
 
Thanks HC...On the Yahoo thread someone posted that Noam will be presenting at the Cowen conference this week. Hopefully NL will be well prepared by Blue Shirt, and will proactively deal with some of the issues regarding the HG purchase and MRVC's business prospects. One might also hope that Cowen will consider picking up coverage....especially if Cowen wants some of the possible Luminent spin off business.

m