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 (24176)	9/20/2000 10:05:49 PM
From: jung, haeoh	Read Replies (1) of 42804

Just my two cents. I sent the following email to Barron's today: __________________________________________________________ Sirs, After reading the article in last weekend's Barron's about MRV Communications (MRVC), I wish to express my extreme disappointment in your lack of balanced journalism and due diligence. Unlike Mr. Roberts (who fails to divulge his short-sell recommendation on MRVC at $25), I am an individual investor and have been long MRVC for 7+ years, buying/selling/holding when appropriate. I am sure you have received many emails by now detailing the gross misrepresentations in the Barron's article and will not waste your and my time. I used to read Barron's religiously for over 5 years but have not read it for over 2 years now. Why? Because you have been consistently wrong about the stock market valuation and the information economy. The stock market is currently growth-driven (especially the Nasdaq), not value-driven, and of course, your value orientation has led you to declare the stock market grossly over-valued. I missed out on America Online's tremendous growth because I had applied value-oriented analysis while researching AOL's stock. Now, AOL stands to dominate information and entertainment in the 21st century. You will eventually be proven correct when the stock market does crash in the future (a distant future) when the current economic boom driven by the spending wave of baby boomers and by the birth of information economy comes to an end. In the meantime, you will lose all credibility like the boy who cried "wolf!" one too many times. Of course, I am not faulting you for having a value orientation. I trust that your belief of stock market overvaluation is sincere. I am faulting you for publishing such a grossly biased article by a short-seller (who is already over 100% in the red) without a full description of MRVC's portfolio of fiberoptic/wireless fiberoptic/next-generation router/next-generation Ethernet/b2b companies that could eventually have a combined market capitalization of tens, if not, hundreds of billions. H. Jung

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