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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (8960)	11/15/1999 3:05:00 PM
From: Madharry	Read Replies (1) of 78609

Made a big investment today in MRVC. Similar value play to ORTL. Company is developing several divisions for future IPOs, but most interesting is a Fiber-OPtic play called new access. Partners in this venture are Kleiner Perkins and Juniper Networks- Although no official release on this from MRVC. website of New Access lists strong management. IF any of you have an interest in this suggest you check the SI thread on MRVC which is excellent. Also in light of the CHina news I purchased a smaller interest for the first time in MMG, which has telecommunication interests in Russia, Eastern Europe and China. The company was getting lots of grief from the CHinese government about its interests there, hence I believe this is an undervalued play, received detailed writeup in Barrons awhile back and now a china catalyst may move the stock up significantly. News COrp now has a 10% interest, and may will be a future acquirer. Comments?

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