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


To: Dana Adams who wrote (14826)8/3/1999 11:44:00 AM
From: Mr. Sunshine  Read Replies (1) | Respond to of 42804
 
Dana -

Good post :). I am in at 7 1/2 and 14 1/2 in the past 3 months, and so do not know the long term history of this company, and am not feeling the pain of many long time holders. I do believe in turn arounds and it would be a shame to sell just before a large run up after holding for so long.

Management is one of the primary concerns for me. (One more reason I feel so confident in Qualcomm, as an example of a company with outstanding management.) Your comments on management will contribute to, but not define, my future investment decisions in this company.

I do believe that much of what you say is factored into the share price already and that MRVC has break up value above the current price, even if there is marginal management.

Thanks for your input.

Great Investing to all,

Steve