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: Sector Investor who wrote (21916)	7/11/2000 11:46:57 AM
From: Madharry	Read Replies (1) of 42804

I agree with you sector investor(BTW I slept in my Tshirt again last night) OT- FWIW my latest investment in the optical field is the purchase of shares in an insurance company LDP, which you are probably aware of. What you may or may not know is that LDP I believe owns around 8% of NUFO which has been skyrocketing of late. As of my last calculation it's ownership stake was worth around $540MM, while its market cap was around $850MM. I think there is quite a bit of value in LPD's other investments as well as its core business-insurance , annuities, money management, venture capital. so if any of you like NUFO this might be a cheaper and safer way to buy into it though probably not as big a bang for your buck. Caveat- LDP's structure is weird. Its based in the channel islands I believe. OTOH some have valued it as being worth around $37 prior to the NUFO runup. So I like my chances of making some money here.

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