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

To: signist who wrote (12430)	3/15/1999 11:23:00 AM
From: whitephosphorus	Read Replies (1) \| Respond to of 42804

MRVC gets NO respect!!!!! Communications' Biggest Bottleneck By Kevin Petrie Staff Reporter 03/15/99 11:12 AM ET Faster is better. That's why fiber-optic networks, brimming with rivers of email messages and Web pages, are looking for ways to squeeze out more bandwidth. Companies such as Ciena (CIEN:Nasdaq), Alcatel (ALA:NYSE) and Lucent (LU:NYSE) are working on a number of products to pack more light waves into each optical fiber. The result is a backlog of orders for the optical components built by Uniphase (UNPH:Nasdaq), its merger partner JDS Fitel (JDS:Toronto), SDL (SDLI:Nasdaq) and E-Tek (ETEK:Nasdaq). Their arcane pump lasers, filters and amplifiers are the most scarce technology in the communications business. "We're ramping manufacturing as hard as we can, but at the same time demand continues to grow," says Kevin Kalkhoven, CEO of Uniphase, a leading builder of several components based in San Jose, Calif. "That's our biggest challenge right now," echoes Donald Scifres, CEO of SDL, a maker of pump lasers based in San Jose, Calif. Both Uniphase and SDL have more than doubled their unit output in the last year. The stocks are breathing some rarefied air on Wall Street. Uniphase shares cracked 100 Thursday, then settled to 99 7/8 at Friday's close. Uniphase has gained roughly 200% since October and increased by more than 10 times since 1995. Its merger partner, JDS Fitel, has quadrupled since October on the Toronto exchange. SDL has more than quintupled since October and added 2 1/16 to end at 65 3/4 Friday.