MRV Communications (MRVC) opinions? 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.

Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Greg h2o who wrote (20296)	4/12/2000 10:53:00 PM
From: WebDrone	Read Replies (1) of 42804

My humble offerings for the list. Feel free to ignore or make comments, all. 1) AAPL. Major OS upgrade coming that will be killer among installed base. Taking back part of education market. Margins remain high, earnings look good. Quality design at premium prices, and the only consumer alternative to Msoft. Weathering the storm. 2) ASYT. A semiconductor play on 30mm wafers and automation to increase yield. Cyclicals for the company should lag the semiconductor cycle, I think. 3) VVI. Boring. Bet is that management is making the right moves. 4) SPC- A Greg pick. But I looked and I liked, and I think it's still a good one. Them that rides the storm well should sail pretty in fair weather, I think. 5) LAF. I'm really on the fence with this one. Concrete and drywall. Company looking to merge and become larger. I'd appreciate any comments on this one. disclosure- I'm holding a little of everything but LAF. About 40% in cash, feeling comfy. Web

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next