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

To: Mani1 who wrote (14643)	7/26/1999 10:37:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

The street will likely be concerned about the $4 million growth in R&D+SG&A in the back half of the year over the first half. They likely will worry that MRVC can stay in the black. Still, with all the good news (and barring a meltdown) I think we move up immediately to the $16-$20 range, then perhaps a bit higher around September with all the RedX vs Redback + mystery startup speculation. Then my guess is we fall back and retest $15 in the back half of Q3 before moving higher again. Just my guess. Comments?

To: Mani1 who wrote (14643)	7/27/1999 12:16:00 AM
From: akmike	Read Replies (1) \| Respond to of 42804

Mani-in the cc Noam was questioned about his trip to China and as part of his answer he said that the ramp up may be slow but there is a pay-off in the future. A moderate, slow ramp-up with a payoff in the future. Payoff about 6 months down the trail from here. Could see some positive impact in the immediate future. He was speaking about China revenues but the words could apply to MRV as a whole. Things are definitely looking up, and higher the farther out you look. Best regards, Mike