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

To: Sam who wrote (6380)	12/13/1997 12:12:00 AM
From: Dan Spillane	Read Replies (1) \| Respond to of 42804

VERY significant comment made by MRVC CEO today. * From the meeting: Q Peter- Regarding the Asian crisis.... How does MRVC plan to insure sales and getting paid? A-Getting paid is not a problem they are experiencing. Sales are generally at 14% with this quarter coming in at the low teens (I assume that would be 13% so roughly very little change). The fujitsu ally remains strong. They are continuing to open new inroads to Asia. * Ahem. Now, the astute will look at this mathematically. IF there was going to be a shortfall due to a slowdown in Asia, the percentage of revenue from Asia would have to fall significantly as a percentage of overall revenue (unless somehow revenue fell in the US/other market, which is extremely unlikely). That's not the case, as was stated, the "low teens" is not a significant change. In other words, Noam is saying "WE ARE ON TARGET IN ASIA.." The implications is that the selloff of MRVC due to Asia fears appears to be unwarranted. I hope others can understand the implications of what was said, and the simple math. In fact, the other implication is that you could sue MRVC if Asian sales did not meet that target as they stated today. Dan

To: Sam who wrote (6380)	12/13/1997 3:19:00 AM
From: Mike Winn	Read Replies (2) \| Respond to of 42804

Nice report, Sam. Thanks. Q-How excited are you about Direct IP? A-Direct IP has two factors, increased speed and local area intergrating IP into Gigabit technology. They are currently shipping and integrating Direct IP with Gig. This is the key to provide Quality of Service (QoS) to Gigabit Ethernet. Direct IP has to be integrated with GE protocol to provide QoS. Direct IP needs to be able to detect busy or down nodes and route the packets through the shortest path to the destination. Since the packets of a message may follow different paths to arrive at the destination, they will not be received in sequence, and the protocol at the destination has to be able to reconstruct the out of sequence message. If we take into account together routing, collision detection, and differential mode delay in multi-mode fiber (light beam bouncing around inside fiber cable and arriving at the destination at various times), and expect the messages to be transmitted and received with zero packet loss, then all this GE network protocol is very very complex. I think we have an easy job here managing our portfolio and trading in and out the stock at the right time to maximize our profit. But all those pour souls at MRV are perhaps working their butt off to deliver the state of the art technology. My hat off to them for their dedication.