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

To: Bruce L who wrote (14513)	7/17/1999 2:43:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

From Yahoo! MRVC insider exercises buy options messages.yahoo.com I don't get the comment though. He bought, not sold - seems like good judgement to me. Anyone?

To: Bruce L who wrote (14513)	7/17/1999 11:59:00 PM
From: akmike	Respond to of 42804

Bruce-For the record I am not negative about Hyperchannel's near-term prospects. It does have revenues and a well-conceived business plan from what I can see. I certainly don't have a crystal ball to see near or long-term. Personally, I favor investment in NAC and Charlottes Web because of their patented technology and exceptional growth potential. If Hyperchannel becomes a roaring success, I fear it will be fleeting with low barrier to entry in that business and potential deeper-pocket competition. On another subject, I agree with your assessment that MRV's management is under-rated and under-appreciated given their record to date. I was impressed with the 34 consecutive quarterly increases and I am very impressed that they have marshalled the technology potential they have amassed out of cash flow from operations and have preserved a strong balance sheet in relation to other start-ups. We should keep in mind though that they have changed the character of the company so much that they are "starting up" in 4 or more different areas. I am still in agreement with ahhaha that most savvy investors feel there is a dangerous lack of focus. It is because of that,I feel, that some of us have been able to accumulate meaningful positions at low-risk prices. If MRV realizes on most of its potential we will be significantly rewarded,but there is a long way to go yet. Best regards, Mike