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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 (13697)5/26/1999 2:48:00 PM
From: Logain Ablar  Read Replies (1) of 42804
 
Sector:

The fundamentals haven't changed. IMO Noam presentations this week are an effort to mend fences from last August. He is in a position where he has good news and visability going forward (even though 2nd quarter with R&D is still a negative with the streets short term outlook).

Investors also have to factor in the China noise and the growing adverse public opinion (probably what has shaken out a few investors over the past two days). A plus here is NBASE is Israel not US.

Have you seen any confirmation of NBASE hooking up with the Chinese president's son? There was an article in the globes in late April / early May but I haven't seen any confirmation.

Tim

have
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