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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: Sam who wrote (803)11/23/1996 8:24:00 PM
From: KOVICH   of 42804
 
GOOD WORK SAM,
I had seen the mutual funds holdings through bloomberg.the huge
DRYFUS position was added in july or august(i heard from sorces believed reliable that they have a two year time frame,and a much higher target than 40)I was also aware of insiders positions but
never knew shlomo to be that much larger than 2,000,000 shares.

THE goldman sachs position is a new one on me but i was hereing that
they had taken a visit to the company in july and that I should take
a look on the sec database.

alot of small cap managers and funds have missed the mkt this year
they are going to have to get more aggressive and buy side oriented
just to dress their returns.

keep the faith,
kovich

p.s.IF you give me your e mail # I would like to send you mu phone
#. A few interesting tidbits to share.
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