MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: craig crawford who wrote (2577)	3/19/1997 3:10:00 PM
From: bobby beara	of 42804

Craig, Several weeks ago, at the LA Investment Conference, Foster Friess (Brandywine Fund) a big Cisco backer for years said that he had been a recent seller of Cisco because he he thought were not in the position to beat estimates this quarter. This morning a money manager on the local business channel, said that he was at a conference last night, in which Cisco said that business was slowing (caught it real quickly, but sorry didn't get the details of who, what, where etc.) These guys are close to the managements, I tend to believe them. Disclaimer: Not short Cisco, but long MRVC

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