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


To: cmg who wrote (16836)11/12/1999 9:57:00 PM
From: BlueCrab  Read Replies (3) | Respond to of 42804
 
Rule # 1 of successful MRVC investing:

ALWAYS click on Sector's links!

Rule #2 of successful MRVC investing:

NEVER sell when Sector does!<vbg>



To: cmg who wrote (16836)11/12/1999 9:58:00 PM
From: akmike  Read Replies (1) | Respond to of 42804
 
cmg-you've got to love the credentials of that management team. I can't think of a better example of Sector's earlier post about how MRVC is attracting and holding talent. Our 58% of New Access may well be worth more in the market today than MRVC is currently capped. I know how I feel as an investor in this situation, but how do you think Noam Lotan feels looking at his 100000/annum salary and understanding what Tony Lavia's stock options are going to be worth in a year or so.
My personal belief is that Schlomo and Noam will get the lesson that the marketing equation is critical to driving stockholder returns and
begin to acquire some of that talent just as they have the technological and operating talent.
It has been a great week for us longs (thank you, Dana) and everyone have a great weekend.

Best regards,

Mike