Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (8967)	11/17/1999 10:29:00 AM
From: Madharry	Read Replies (1) of 79100

I got a little lucky with MRVC they released news about new fibre channel products yesterday. SOmething I was unaware of. However, MRVC has announced their intention to be an incubator of high tech businesses and then bring them public. Now that is a significant shift in the way they do their business and is of additional value to shareholder above the value they are creating by developing new business and just running them as divisions. MMG I have been following for a couple of years but never purchased. I sense a significant undervaluation there. I think the stock went public around 9-10 years ago and of that cheapskate Kluge has a controlling stake which means that they did not overpay for their assets. The had a big merger with a russian company controlled by Newscorp so now Newscorp owns 10%. It seems that with China allowing increased equity positions in their telecom operations it should make MMG's interests there much more valuavle. The also have ongoing discussions with the Chinese regarding two operations that the Chinese have terminated. I hope their cause wil be helped there too. This may be a long term play. But then again I thought that would be true of Comcast.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next