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

To: Linkdog who wrote (15043)	8/12/1999 8:48:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

2 Possibilities A. We are wrong about MRVC and its prospects B. We will make a fortune. Regarding A - Maybe our products are not category killers or even big sellers, or even needed. Do we have anything or not in Beta that clearly has a market. Maybe we are late to the game or seen as technologically inferior or unable to sell whatever we do produce. I have already posted a wealth of information allowing people to do their own DD regarding MRVC and it's prospects. No need for me to comment further except to say I wouldn't be here with a large position if I had the slightest doubt. However, let's hear comments from others. <<Do we have anything or not in Beta that clearly has a market.>> I copied this line again because it implies you haven't done YOUR DD - or you would know the answer(s) to this. Again, I'll let others comment.

To: Linkdog who wrote (15043)	8/13/1999 12:20:00 PM
From: Bridge Player	Read Replies (3) \| Respond to of 42804

<< On market caps: 2 Possibilities A. We are wrong about MRVC and its prospects B. We will make a fortune. >> With respect, may I suggest a 3rd possibility? That Juniper and it's ilk are so enormously overvalued, along with much of the whole tech sector, that eventually the market collapses of its own weight, MRVC succeeds nicely, and there we sit in 2 years in the teens with good earnings and no multiple..... Ugly thought...<g> BP