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: Sector Investor who wrote (19625)	4/16/2000 9:01:00 AM
From: telecosm	Read Replies (2) of 42804

To sector who wrote 19625 Sector, perhaps you can give a more objective assessment of MRVC (since you don't have a position). I bought MRVC between 10-15, saw it rallied to 194, and now back to under 50. Unlike you, I don't have it in a tax deferred account, and I admit tax consideration played a part in explaining why I didn't sell. For the most part, I believe MRVC's true value is substantially higher than 194 (CMGI style incubator for next generation internet & telecom start-ups). However, seeing it declined almost 75%, my conviction started to shake. Perhaps I am wrong ?. What's your read on MRVC now ?

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