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

To: Elliot Puritz who wrote (17481)	12/13/1999 8:06:00 PM
From: cmg	Respond to of 42804

What does one think of MRVC buying another company over the next 6 months or so......they've done it in the past and now with the share price higher and the tax benefits ending next year, Could they, should they? .....Any thoughts on exploring that concept.....Who would be a good fit?...cmg

To: Elliot Puritz who wrote (17481)	12/13/1999 9:52:00 PM
From: WebDrone	Read Replies (1) \| Respond to of 42804

Elliot, I am far happier holding than trading at point. I mean, how much volume do you want with that +30% move in one day? My guess is MRVC just got "discovered" by some big players, and these things have long legs. I'm interested in discussions of how folks think this Q and K will play out. I am expecting MRVC to show strong direction, but only slightly better earnings. It's Q1 and Q2 of 2000 that will be real interesting-- have they got the new products dialed in, are the child companies and spinoffs on track... and sheesh- don't forget Col. Sanders and all the other buyout rumors and momentum players jumping in, and bond hedgers unloading. Who would short with a short ratio like this? How can you figure it, with all that hedging going on? Goodness, it's one heck of an interesting time to be a long. Web (C'mon MRVCers-- is it too early to start prognisticating on the earnings? And ya'll KNOW earnings report will be last out of the pipe, as usual.)

To: Elliot Puritz who wrote (17481)	12/14/1999 12:54:00 AM
From: Mani1	Read Replies (2) \| Respond to of 42804

Elliot Re <<think that profit taking will set in and drive the stock back to another "buy" zone?>> Well I don't know about your "buy" zone, but I am pretty confident that it will not get into my buy zone any time soon. I am really anxious to hear about red-c and how the beta is going. Linux router is second on my interest list. Of course there is whole lot more. These products MUST deliver to keep us high and going higher perhaps. OA alone is probably not enough (I hope I am wrong here). Mani

To: Elliot Puritz who wrote (17481)	12/14/1999 10:06:00 AM
From: Greg h2o	Respond to of 42804

<<Hey Greg, Sector, Mani, and the rest....think that profit taking will set in and drive the stock back to another "buy" zone?>> I'd have to say that "zone" should be different for most of the people on this thread. I sold my december calls yesterday, so i'm interested in a pullback so i can buy some calls a little further out. if i was long with more shares than is prudent, i'd probably sell a little to have a more rational position. if it pulls back on no change in fundamentals, it can always be bought back....