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

To: Sector Investor who wrote (16775)	11/11/1999 1:32:00 PM
From: akmike	Read Replies (1) \| Respond to of 42804

Sector-I believe that you and BP are talking about different shades of grey. If investors distrusted the management of a company they would certainly discount the ability of the company to extend that value to shareholders. In the extreme, the management could sell the stock and lose the proceeds on some other venture. OTOH with management of MRV having a stake in the company, if OA were valued by the marketplace greater than the whole company today, there would be some discount reflecting the uncertainty of how and when shareholders would benefit, but there would be significant appreciation from current levels, and the discount would narrow or widen depending on the market's perception of management's intentions. Best regards, Mike

To: Sector Investor who wrote (16775)	11/11/1999 1:53:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

<<Wouldn't market forces correct this over time?>> not necessarily... there are PLENTY of examples of spinoffs that are actually valued higher than the remaining company! just look at LTD and IBI (NO! don't look at their Victoria's Secret magazine <G>).... there have been times when the entire value of LTD has been lower than the market value of IBI (which is still not fairly valued in LTD's stock price).