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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 (8588)5/11/1998 2:46:00 PM
From: Seth Leyton  Read Replies (4) of 42804
 
Keeps this as a great buy opportunity...long term. I'm trading this stock more than I ever have. I don't trade big size, I keep most as a long position, but i'll sell into the rally's and buy into the dips. Not the daily ones, the technical ones. Things are screaming at the company. Rumor is still on the street that Northern Telecom is looking for a networker. One thought is that if someone bought both Bay and MRVC they would get a combined solution with enough of a client base to really make a go at Cisco. I think that a combination like that makes sense and MRV's Edgeblaster is one heck of a product and with Voice as the next hot product there's reason to think that finally there is a reason to buy this company outright. IDEA - Look at both WAVO and GMGC. Both have investment by MSFT and have a good voice technology. GMGC was $1 in 12/97 and is over $10 now. Wow! (Nope, didn't own any.)

Good luck
Seth
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