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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: Jack Colton who wrote (9219)6/26/1998 9:46:00 AM
From: CF Rebel  Read Replies (1) of 42804
 
Jack,

I hadn't considered your suggestion that MRVC would buy half of a company and option the rest. I do think that is how MRVC management thinks anyway. In his dreadful appearance on CNBC, Noam said, "We believe that our ability to work with engineers, incentivized engineers, and motivate them and bring the technology fast to market is the key..." I wish the interviewer had asked about his "incentivized" remark, about some specifics.

So, I don't know all of this, as you ask. I've invested fairly successfully over the last 15 years and may reach the point in the next few years where investing will be my only "job." I'm very good at fundamentals but I'm still trying to fill in the holes in my knowledge. I've never invested based on M/A possibilities as I consider that a waste of time but I do want to understand it in case I find myself in the midst of it. I've spent the last year or so learning the "language" of networking, although I'm not a techie. MRVC is the most perplexing investment I've been involved with but it will have it's day.

Thanks for your input, Jack.

CF Rebel
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