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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 (14378)7/9/1999 12:28:00 AM
From: akmike   of 42804
 
Sector- Some years are better than others. Good luck with your calls.
I was happy to get the feedback from Ahhaha yesterday. I'm no longer into trading options however, I thought his comment about MRV's lack of focus to be particularly astute. I had posted earlier that I felt that the "street" penalized MRV for trying too much and that we would trade higher just by narrowing the focus. CMG's post on hyperchannel would imply that this process may be starting. I would assign Hyperchannel the least potential of the 3 start-up affiliates yet they could easily be capitalized at more than 150 million in a public offering. MRV owns at least 60% for an investment of 1.5 million. This isn't a way to go broke, but also may not merit much management time if we are to go forward in the networking arena.

Best regards,

Mike
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