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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: Robert G. Harrell who wrote (7211)2/25/1998 9:51:00 AM
From: Seth Leyton  Read Replies (1) of 42804
 
Robert, I watched at least one 50k block and it was a take. But the selling never stopped. As far as the conference call I sat with a very large shareholder and we both sat there stupified as we could not understand why this company can not find it within themselves to get the advise of a professional as to how they can improve their ability to communicate. I did read one post where someone was wondering where Bear Stearns was on the cc and Eric Blachno was there. He issued a report the very next day and reiterated his buy. I truly believe there is little more that the street can do. The road show is innevitable but delayed (straight from managements mouth.) But for anyone who missed the call Shlomo hinted towards new product(s) from the Xyplex acquisition and I have it that the company does believe they hold the better mouse trap at this point. Their gains in market share are awesome and of course their earnings were very good. I'm personally not worried about the DSOs and the inventory, these guys are too good to have not thought out a relevant business contingency plan for the loss of any business. I just believe that Edmund didn't handle that issue well on the cc. Onward and prayfully upward.

seth
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