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: WebDrone who wrote (14502)	7/17/1999 1:53:00 AM
From: Sector Investor	Read Replies (1) of 42804

<<THIS IS NOT A FIGHT!>> Gee, I never thought it was. I'm sorry if you took it that way. << I said that I thought that MRVC was going to try to get 100% of NA. Just speculation that that's why MRVC took out a better than $100 million loan. How does the timing of events not support this idea?>> But they still have this money, and they got 60% of NAC for $3 million - and that is financed out of earnings over 18 months. Why would they need $100 million to get the other 40%? I think the $100 million was insurance, because they knew they were about to: 1) grow their internal infrastructure 2) build up their inventory so they could fill customer orders quickly 3) Improve their customer support 4) seek out opportunities to quickly move into the carrier market 5) expand their R&D staffs 6) expand and upgrade their foundry to take advantage of opprtunities with the MRV division 7) continue building their sales and marketing staff 8) build the new Xyplex PISTOL facility all simultaneously. Perhaps they also had their eye on other, larger opportunities, that may have been deferred because of the plunge in the stock price. <<Why keep bringing up irrelevant stuff about irrelevant other people? Don't ideas stand on their own, without a cult of personality to support them? Because I want to know why he keeps posting that stuff that clearly doesn't fit the known facts. If he has other facts, why can't he document them? Everyone is entitled to express their opinions, but I've always felt that facts should be considered in evaluating them - it has nothing to do with personality. <<Ahh. Never mind. I'm outa here>> Me too. We could both use some sleep.

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