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

To: cmg who wrote (16870)	11/15/1999 12:14:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 42804

cmg -- SSPI and NN have both been painful holdings. Fortunately the latter was liquid enough to be able to trade and I actually came out ahead in spite of the last losing sale. SSPI, on the other hand. . . (groan) I like everything I've read/heard re: MRVC. And now it appears to be moving with fiber optic's plays. Having bought at 20 and sold half at 26, I'm actually wishing it would pull back. I also like ORTL and the more I read about Tellium, the more impressed I am with their position there. I met the new CEO and CFO and they're impressive and are certainly saying the right things --- selling off non-strategic assets, focusing on Metro, revamping entire management team, and so on. Pat