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

To: cmg who wrote (15833)	9/17/1999 1:35:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<I'm beginning to get pissed at why MRVC even stated they were thinking of it and now after 60 days nothing more.....I still think its going thru but can't figure it out.>> I still think it is going through too, but the resignation of Dr. Rav-Noy has to have affected this process. I can't imagine bringing a new CEO on board with his hands tied by the big decisions already made before he/she comes on board. I understand this CEO position is a priority right now - it just has to be, given what we know. This is too bad too, as there are LOTS of companies looking to IPO in the Sepember October timeframe.

To: cmg who wrote (15833)	9/17/1999 3:42:00 PM
From: signist	Respond to of 42804

<I'm begginning to get pissed at why MRVC even stated they were thinking of it and now after 60 days nothing more.....I still think its going thru but can't figure it out. THe window for the IPO could close, NOAM.> As you well know, management has gotten us so enthusiastic before, announcing exciting new technology, i.e. the Edgeblaster. I can't count the number of us that became so excited that we margined our portfolios to the max only to be stunned like Deer in a spotlight and watched our positions evaporate. I can't remember what happened to the Edgeblaster but I am only using this as an example of how we have paid dearly for the "teasing" us by management. I realize that this situation is more titillating because management actually released a press release telling us of their intention to spin-off part of the company that IMO was the heart of the company and even at shareholder's meetings when someone would ask if management would entertain the thought of spinning off MRV from Nbase/Xyplex, they responded that (in my words) unthinkable because at that time Nbase/Xplex was it's biggest customer. I have been told that Optical will become a commodity like a fuse is today. Our points are, hurry up Noam before we are left holding a bunch of fuses. The market only stays "white hot" for anything for so long. Fortunately, the company has become more diverse that even if they screw this up again with their stealth strategy we can still wait another 12 months and IMO finally make some real money because the demand will be so great they will have the right products at the right time. I hopea, I hopea (g) A big sheese...I know. John