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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 (12756)4/16/1999 8:20:00 PM
From: akmike  Read Replies (1) of 42804
 
Sector-3 out of 4 ain't bad and maybe I should give you all 4 since you are only off by 1/16, but I'm still skeptical that options trading was the primary mover. This was a very good week for secondary players in this industry and I don't think the options traders can get the credit. This is a very hot area of investment, the leading players have several years of prosperity discounted already in their price, and some are agreeing with you that in the short run there may be more business than the big 6 can handle. Others, like myself,can get very excited about the upside if MRV's product line is truly leading-edge and price-competitive. It should also be mentioned that MRV and some of the other secondary or tertiary participants have no element of success in their current price,thus significantly mitigating the downside.
If you can convince a few fund managers of your thesis on the investment merits of MRV with your very excellent posts on the fundamentals we both will make money faster than if you persuade the world to your theory of option manipulation.

Best regards,

Mike

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