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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: Sector Investor who wrote (12334)3/3/1999 2:06:00 AM
From: Bruce L   of 42804
 
Re: Shroud of Secrecy

Sector: Intriguing parallels and I like your phrase "Shroud of Secrecy" much better than "low key" or "low profile."

If MRVC does have a revolutionary product - and there is some evidence that they do - then it makes sense that they would treat it like a secret government "black" development and would want to minimize publicity until it reached a critical mass.

Some of the language sounds too much like hyperbole to me: i.e., "they have to look bad"; avoid venture capital and a "greedy litigious public."

It would, of course, please me if MRVC were quietly in the process of bringing a blockbuster new product to a sceptical world. Taking the position of a devil's advocate, however, I would say that most secrets eventually leak out and if so, why hasn't MRVC's price shown more of a reaction to date?

Bruce
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