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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: akmike who wrote (15599)9/11/1999 9:56:00 PM
From: candleLight  Read Replies (1) of 42804
 
<<even though we are comfortable with the price level we may have discomfort with the percentage of our assets that this one equity has become. >>

Mike-I feel comfortable with the price level at 20s. I do have large position of MRVC bought at 10.44 and 14 that is about 75% of my cash portfolio this year. I think I feel more comfortable with fewer than 5 stocks in a portfolio. I will hold MRVC all the way up to ... but not down. If MRVC became 95% of my portfolio, I would consider selling. But not at 20s.

Let's have a dream.
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