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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (16065)	10/1/1999 1:59:00 PM
From: Due Diligence	Read Replies (1) \| Respond to of 52051

MDMI looking solid. AOXY, too. Friday's are usually tuff,though. Sometimes bargains appear late in the day. DD

To: Stock Watcher who wrote (16065)	10/1/1999 1:59:00 PM
From: Joe Copia	Read Replies (1) \| Respond to of 52051

index consideration requested for MDMI. MDMI is now selling to Sam's/Wal-Mart and just added 3rd shift in plant. Looks like they will be going to other Sam's club's around the nation.

To: Stock Watcher who wrote (16065)	10/1/1999 2:32:00 PM
From: whitephosphorus	Read Replies (1) \| Respond to of 52051

MRVC update Another Van Kasper update: MRV Communications * (NASD: MRVC $23 5/8, Strong Buy) Price Target: $40 - Yesterday Juniper Networks, Inc. (NASD: JNPR, Not Rated), announced that it has made a "significant" investment in MRVC's New Access subsidiary. Juniper also disclosed that its cofounder and Chief Technology Officer, Pradeep Sindhu, would take a board seat with New Access. We believe this announcement is just the lemon next to the pie and will have multiple positive implications for investors in MRVC and its subsidiaries including: 1. Validation of New Access's and MRVC's technology. 2. Affirmation of MRVC's commitment to its "pureplay" monetization strategy of New Access and its four other subsidiaries ( Optical Access, Charlottes Web, Zuma Networks and Hyperchannel). 3. Increased probability of market penetration New Access's optical solution, given Juniper Networks solid business relationship with major carriers and Internet service providers such as MCI/Worldcom (NASD: WCOM, Not Rated) and UUNet. -It is our opinion that this announcement is among the first of many announcements to be disclosed over the next several quarters regarding significant partners, beta sites with major service providers, additional talent and IPO filings. More importantly, we believe, as does some other "smart money" (i.e. Juniper Networks), that these "announcements" will lead to sell through over the next year. - As we stated in our initial report, we estimate that each of MRVC's five high margin next generation products has the potential to add $25 million to $50 million of revenue in F2000. Given today's market valuations of companies that have the potential to produce $125 million to $250 million of internet backbone equipment revenue, such as Juniper, Redback(NASD: RBAK, Not Rated), Extreme Networks (NASD: EXTR, Not Rated), Alteon (OTC: ALTNC, Not Rated) and Foundry (NASD: FDRY, Not Rated), the hypothetical "success" price of $202.82 per share ($6 billion market cap.) for MRVC shares that we listed in our initial report has become a middle of the road valuation. - We reiterate our Strong Buy recommendation with a 12-month stock price of $40 per share. ******

To: Stock Watcher who wrote (16065)	10/1/1999 2:35:00 PM
From: whitephosphorus	Read Replies (2) \| Respond to of 52051

ACTV Update ACTV( IATV)- no new news, but this is the month that we hope for TVGuide Interactive roll Maybe news of Fox Sports roll Stock action today suggests something may be finally up.

To: Stock Watcher who wrote (16065)	10/1/1999 3:07:00 PM
From: Bruce Bland	Read Replies (1) \| Respond to of 52051

SW, got one for newbies:PAGE-low risk, oversold, high float(90mil);not for the wife/husband that said,"Honey, I can make ten times more here than I did taking in ironing from the neighborhood/working at the local waste disposal plant". You need L2 to watch this, fundamentals are easy to read, TA chart can be studied for RSI, CCI, stoch, MACD(but those @ the bottom never look good), and throw in a tad of bollinger's. Can play with fundamentals and TA over the weekend. Got some upside, but not going to make you rich, but won't hurt you either. Just a thought. Bruce OT--PS. Didn't you know what the main ingredient between the oreo cookies was????????? Hard to make pork lard kosher. LOL OT--PSS. If gold keeps going up----I left a hole up on the _________ ________________________ in CA that is loaded. Oh, well. Let me go check my value miles. Ya'll have a good weekend. Bruce (again)