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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: rascalbythesea who wrote (14657)7/27/1999 10:37:00 AM
From: WebDrone  Read Replies (1) of 42804
 
Benny, who knows? But I know this...

A lot of folks were betting on a pullback after earnings reported, and they didn't get it. Shorty is now out on a limb. We could get a pop, here.

Now, as for buyouts- that's crazy talk. However, spinning the optics division is setting MRVC up nicely for a sale. As discussed, no Gorilla wants to be tied down with components.

Maybe I will understand this someday. As an engineer, I have seen at least TWO vendor screw-ups that shut down entire production lines for over 3 weeks due to component substitutions that "would not make a difference." That has got to cost- but maybe it is a different accounting column.

Anyway... In the year 2000... In the year 2000

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