MRV Communications (MRVC) opinions? Message Board

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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: Richard Birecki who wrote (4128)	7/10/1997 2:03:00 AM
From: Dan Spillane	of 42804

Richard said: "As a long time reader, first time poster, let me thank Dan Spillane for his informative posts. " Why, thanks! Sorry I have not been posting too much 'round here lately. I'm a bit aghast at how much my networking stocks have appreciated since I bought them during the "networking correction." Let's see, got some 3Com at 30-odd, Cisco at 50-odd (sold at 72 before that), and more MRVC in the low 20's. Those of you who are interested can search backward a few months and find links to my lengthy analyses concerning networking back when everyone was dumping shares. Also, I'm entertained by my analysis which described the "irrational selloff in bonds," which was also linked into this folder. By the way, I'm looking at the valuations of several of my stocks, and MRVC seems to be one of the most attractive at the current price level. I just sold some Vitesse Semiconductor (VTSS) at a nice price...and by the way I have added to my MRVC position with some of the proceeds. Look at the PEGs concerning the two stocks and I think you'll see why. Dan

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