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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (14429)	7/12/1999 9:22:00 AM
From: Robert G. Harrell	Read Replies (3) \| Respond to of 42804

Sector, I'm printing the two documents you posted as I write. Thank you for all the excellent work you continue to do keeping us up to speed on MRVC and its prospects. If I understand your post about the Tolly report, we can piggy back on a Cisco product. This seems to be a huge plus for MRVC! Is this correct? Two other thoughts based on early morning Squawk Box stories. 1)What Disney is doing with Infoseek in creating a tracking stock of their joint internet company is being explained as a way for Disney to reveal the hidden value (in their opinion) of their internet holdings. This is exactly the situation MRVC is in with its optical business and its interest in the start ups. If they could create a tracking stock for New Access and/or Charlotte's Web, wouldn't that potentially reveal the real value of MRVC without having to divest a portion of the business? 2) Lots of discussion this morning about the continued drop in the Euro relative to the dollar -- now virtually 1:1. Since MRVC does a lot of business in Europe, won't this tend to hurt earnings or do I have it bass ackwards? I will now slip back into my usual morning fog and await your reply when the left coast wakes up. I'm not a morning person. Regards, Bob PS. I offended someone on the thread by my jest with Web about "weekend recreation". I apologize to anyone else I may have offended. Sometimes I put my mouth (or keyboard) in gear before my brain. That's why I'm now a private investor as my career. When the president of the college where I used to work lied to me, bribed me and manipulated me to keep me from making a presentation to the board to save my department from being privatized and then stabbed me in the back by doing exactly what he had told me he wouldn't do if I'd keep quiet, I popped off to a reporter in a lengthy interview that "we'd been given the shaft." Of course that's all that went in the paper. Several months later, my position, not the department, was outsourced to a private firm at an absurdly high cost to the taxpayers. Fortunately for me, it has worked out wonderfully. I have the freedom to travel with my son's basketball team and work for the church while making much more money. I passed my daughter, the MD, last month and could pass the president of the college in another month. I conceivably could earn more this year in the market, than I made in the 8 1/2 years I worked as an underpaid government employee. Makes the retirement money they screwed me out of seem trivial. I think the saying is "The best way to get even is to succeed."

To: Sector Investor who wrote (14429)	7/12/1999 9:45:00 PM
From: WebDrone	Read Replies (1) \| Respond to of 42804

**OT rambling for a threadlet- I'm looking at NEON, and what an asswhipping that stock is taking. I'm still digging, but here are some thoughts- a) Neon's price is like $17.50, book value is $9.20, and price/sales is still a whopping 5.72 with negative earnings. They could drop a long way, yet. b) Cash is $167Million, no debt. That will make you say "Howdy!" c) Only 3 days on the short ratio, so there is not much cushion. d) Now the class action suits are starting to rain down. Questions- 1) Do any of the regulars here follow NEON? 2) Why didn't MRVC get sued when we tumbled? Not that I'm complaining! both MRVC and NE are Deleware corporations... I guess I'm trying to learn on somebody else's misfortune, for a change. Web