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

To: Bruce L who wrote (13278)	5/7/1999 2:40:00 PM
From: Dee Jay	Respond to of 42804

closing in on 14... Dee Jay

To: Bruce L who wrote (13278)	5/7/1999 2:43:00 PM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 42804

OK, It's time for me to shout YIPEEEEE!!!! or YAHOOOOO!!! From over $40K down I'm now in the black again. Surely some of the rest of you must be too. I was going to give you guys a homework assignment for the weekend. I'll do it in abbreviated fashion and flesh it out next week if needed. In the March Gilder Technology Report he is all excited about a company in England called Bookham. The CEO is Andrew Rickman who previously worked for GenRad (GEN). I'm wondering if they are working on some of the same things as MRV. Gilder says, Bookham is "creating integrated optical circuits on silicon slivers. So far, Bookham has contrived silicon on insulator prototypes for many of the key devices that stand between any two computers and a WDM backbone." "Included are multiplexers and demultiplexers at the two ends, semiconductor optical amplifiers to enhance the signal, gratings to fix the desired frequency, variable attenuators to flatten out any unevenness in the wavefront...all cooking along at OC-48...rates." He mentions they are working with GaAs and InP which are two of the substances that one of the start ups is working with. "Bookham has contrived ingenious ways to bond microscopic lasers and photodetectors onto their silicon insulator substrate without untoward losses that weaken the signal too much to be read down the line." This sounds like they might be venturing into some of the optical areas MRV is developing. I thought some of you engineer types might want to look into this. I wonder if George Gilder knows about MRV's new optical devices. I would think that he would be excited by them. Well I'm off to a bed & breakfast for the weekend. Maybe I'll get lucky now that the wife is on the estrogen patch. Cheers, Bob