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


To: BlueCrab who wrote (17236)12/4/1999 12:51:00 AM
From: Sector Investor  Read Replies (1) | Respond to of 42804
 
From Blue Crab:

<<Greg, OT, sure, they'll return, but they won't... be... quite the same. Remember what happened to Sector after his visit? Can't wipe that cybersmile off his face.>>

From signist:

<<Very odd not a word...yet from Sector?? My guess is Noam may have taken "The Man" to dinner and he hasn't had a second to go on-line.>>

From Mani:

<<Those who went to the meeting, Come one, through me a bone, post something>>

From Armin:

<<I am surprised though that neither Pat nor Sector have posted yet perhaps they are too busy being wined and dined.>>

Bluecrab, yes my cybersmile is back, and it runs from cyber-ear to cyber-ear! There is LOTS of good information to report.

To John, Mani, Armin.

Would you believe a busy day, a nice lunch elsewhere with other investors (Noam was off working somewhere), then a 15 minute "rest" in my room that turned into 5 hours?

I will collect my thoughts, organize my scribbles and post a lot of information later on the weekend.

First though, I still have to get home tomorrow, starting with a 4:55 AM shuttle to LAX (shudder).

I met several of our SI posters and lurkers, including Bruce L., Pat Mudge, duffeck, BxK, steve hale. Many others came up and thanked me for all the work.

John, Armin, this is not a "wining and dining" type company. If they were, they would have lesser products and prospects and a stock price well in the hundreds. You just have to understand and accept that here we have a small company consisting of close to 1000 hard working, dedicated people, with heady goals, a full "product level" vision of the future, with dynamite products in almost all key areas, but a hazy "business level" plan of how to get there, and still (evident from the lack of PR today) far from understanding what moves or supports stock prices. Today was the perfect day for PR, but it was not to be.

There was actually a lot of information provided today, and much more that we can glean from word phrasings and snippets of conversations, etc.

OK, now to begin.