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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: Greg h2o who wrote (17319)12/6/1999 11:41:00 AM
From: Sector Investor  Read Replies (1) of 42804
 
<< if we all knew EVERYTHING about MRVC, we'd all be comfortable!>>

Hey, that is my goal - at least everything that can be pieced together by an outsider, and market and economic and world conditions as well.

We all know the volatility here, and the risks of a fly in the ointment increase with each new price range, because this rise is not supported by earnings - yet.

Knowing EVERYTHING I can dig up on the company, and watching closely EVERY DAY, are the only things that allow a good rest at night.

My portfolio is now severely skewed by this price rise - as are those of many others on this board I'm sure (lucky us!). Conventional wisdom says to fix that by rebalancing, but I'm resisting that, at least until after the IPO, when I will reduce a bit.

The only protection of these gains I have right now is constant vigilance - that and trading cycles to lower my cost basis further.
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