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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: peacelover who wrote (10177)8/22/1998 9:53:00 PM
From: Sector Investor  Read Replies (4) of 42804
 
<<I am surprised at all longs on this thread that do not seem to see this weakness of the leaders in wall st communication. >>

Oh, I see this weakness, all right - and you can see it clearly in the stock price. But that is an easy thing to fix, and a fix is in process.

How would you like it if MRVC had only 2 big customers like CIEN and hoping for one more. Then one customer delays orders and the new customer may be backing off? Their stock lost over 60% in ONE MONTH!

How would you like it if MRVC had a lot of legacy products dragging you down like CS or BAY?

How would you like it if MRVC was at a technology DISadvantage to competitors, like CS? CS dipped below $9 recently from a high over $40. What will it take for them to move back up?

Those problems are much tougher to fix and take longer to fix too.

MRVC management is brilliant technologically, and they are all smart people, who never took any courses in "street-ese". We all got hurt by that for sure. But smart people can learn new things, and MRVC management will succeed here as well.

OK, now we have nowhere to go but up from these levels. In a year, you will wish you had bought some under $18 like I did on Friday.

<<Where the hell are the Stapletons or whatever?>>

Hey, give them a chance, they have only been on the job 2 months. The signs are there if you look. The invite list to the Q2 CC went to over 100 new institutions, and there were both new listeners and questioners, too. Our "Mr. Green" was one of them. The new road show starts 9/14 - to all new institutions that don't own MRVC stock now.

<<Why the hell does he not push mrvc instead of ibd? I know why. Because he makes a few bucks on the side and to him that is more important than the well being of mrvc>>

How can you possibly think this? That IBD commercial is over 1 year old, and the shoot probably didn't take more than a few hours of his time. It is GOOD publicity to see the MRVC CEO on the screen almost daily, with the MRVC sub-title showing on the screen also.

You may be a peacelover, but you apparently aren't a clear thinker.
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