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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 (14067)6/23/1999 2:22:00 PM
From: Gauguin  Read Replies (3) of 42804
 
>>>Perhaps just a separate independent valuation is all they are really after?<<<

Hi. I'm one of those lurkers of a few months. (Been buying.) I bought a bunch this A.M., because last night I thought at length (for me) about the division-sell article and its outcome/effect, and came to the same (if I may) conclusions:

~ If they sell the division, short term great;

~ If they're just getting "people" to think about it's value, and see the SIZE of the remaining pie ("Hello, stupids....") ~ great.

This shows some smarts. Some might even say manipulation, but it isn't manipulation because the goods are there. I'm very pleased. As a shareholder, ya gotta love it. Really. Just relax and love it. (No lose. How often is that?) Give them a good-sized pat on the back. I'm encouraged that they're thinking. Really thinking. Perceiving.

And acting on it.

If this will eliminate the problems of competing with their customers, that may be the hardest nut to fix. Okay then.

This is how I think it looks, and I am sometimes, ahem, grossly misinformed; but I'm encouraged to see it in print in these posts.

The math and potential has got to be sinking in. "Out There."

Valuation. Walk the walk. Sell it ~ if that's what it takes to prove it. And concentrate on the whole new picture.

Any potential buyer of the whole company also has to be doing the math. It puts a little added pressure on them, to see that MRVC has options to do this thing many ways.

Just my two centavos. But I like the chess. It's combat. And we're on The Side With The Stuff.
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