MRV Communications (MRVC) opinions? Message Board

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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: GS_Wall Street who wrote (19797)	3/25/2000 8:20:00 PM
From: candleLight	Read Replies (1) of 42804

PBHG Tech fund manager on CNBC didn't price MRVC much higher on Friday. Not even close to what the fund manager did back last year on Barrence's. Psychology on this board is positive. I wish it would be right again this time, as we did ever since early 1999 when MRVC was at teens. Many longs of MRVC are still comparing MRVC to JDSU, JNPR, SCMR, FDRY or SDLI and concluded MRVC is undervalued. Is that a rational reference point? Probably I have to admit that one is not rational if he/she is buying optical networks. That way MRVC is undervalued. In 3-5 year term I imagine that MRVC would be a $10B+ company if Noam is going to execute right not just pick undervalued stocks. In the near term, say within one year, MRVC....... Who can tell? Observations of MRVC remain a puzzle to me. - No new coverage - More exposure over-the-air and on Internet Announcement of acquisition of FOCI side-tracked earnings release last qtr. I suspect earnings become more important to MRVC this qtr. Have fingers crossed.

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