MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Yong who wrote (17931)	1/4/2000 6:21:00 PM
From: phileasfogg	Read Replies (2) of 42804

Interestingly enough, I see the same scenario developing as in early December. History repeating itself. Pending on next week's announcements, the bears have three days to raise inflation fears and push the market down. No more. As earnings start rolling next week,the bulls will be back. Stronger than ever. i) The new Economy went through Y2K without any disruption.So much for the apocalypse predictions. ii) Xmas sales were solid as ever. Earnings will not disappoint. iii)The large caps will come in strong setting the tempo for the whole market to progress. Intel (the share of Xeon is growing in the Mix, see new 2way Xeon servers), Microsoft (who believes MS will truly lose to the DOJ? Of course, a deal is in the making) , the PC, semiconductor and data communications companies (Cisco 2Q comes always strong) will all combine to squash any bearish tide. iv)The US economy is setting the pace for the rest of the world. Europe economic indicators are all positive by now(even in the troubled Germany). Asia and Latin America have recovered from their free fall in 1998. Even Japan, from an IT standpoint, is coming strong (look at Sony earnings, Japan will come out of recession through IT exports like the US 8 years ago) v) We are still getting started in what Harry Dent described as the Great Boom of 1994 which once combined with the New Economy means a 25 year growth cycle with no inflation. The Fed is not crazy, they know they don't need to hike interest rates to squeeze some hidden inflation.The only inflation to date is to be found in oil prices and in the dollar. Oil prices will come down as inventory depletes. The dollar will depreciate smoothly as the Euro and the Yen reflect stronger regional economies. In view of the macro economic picture, what about our stock gem? MRVC provide the best portfolio of new venture opportunities to crack emerging technologies (all incremental revenue streams to a solid networking base). Kleiner Perkins Caufield & Byers is the best VC reference around. Everybody on this site trusts them when it comes to turning Israel's start ups into crown jewels... So who is afraid of this market correction? Enjoy your trading.

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