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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 (13463)5/16/1999 9:43:00 PM
From: Sector Investor  Read Replies (1) of 42804
 
PM #3 ***************************************************

I just checked MY calendar for today

Work called at 1:00 AM on a production problem, so I will spend 3-4 hours fixing that
(nice to bill by the hour!)

At 1:00 PM my daughter is doing an improv show at Second City - a must attend
event, followed by an all afternoon barbecue.

Then bill paying that I put off all weekend.

I will put together a series of unposted posts in MS-Word format that set the stage for
some discussion, by tomorrow evening. I will send these to you (Word-97 OK?)
BEFORE I post anything.

What I am hoping to do beside learning, is to grow the understanding of this area by
people interested in MRVC, and to increase their/our confidence that they have a
significant winner in ARANEA (if in fact it is).

Although this stock has just doubled, it can easily triple or more from here in the next
18-24 months if ARANEA and MetroFusion are winners, because earnings from
carrier products have not started flowing yet and the stock price will reflect that when it
does. I'm also looking for the market to give MRVC a more normal P/E and P/S ratio
compared with other networkers over time.

****************************************************

And now to the dreaded bill paying :-(
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