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

To: Sector Investor who wrote (14573)	7/22/1999 4:16:00 PM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

Thanx for the update Sector. Just trying to understand the valuation assigned to these IPO cos., most of which seem to have one or two product mixes which compete on some level w/MRV. Of course as far as valuations go, there's no comparison.;-( I guess the 'lack of focus', as noted by ahhaha & others, is costing us at this time, but I am content w/the progress to date & can't help but speculate as to the potential value of our various business units, once unlocked. (How much capacity expansion did the optics division do? Others in the optics biz are operating at full throttle.) In the mean time I'll simply try to better understand the various units & the market competition. Moon-day, we will surely know more.;-) Regis