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

To: Sector Investor who wrote (17497)	12/14/1999 10:40:00 AM
From: Greg h2o	Respond to of 42804

<<My instincts say they will have some thing to announce.>> If nothing else, they should be announcing second round financing. also, Q1 '00 is when they were supposed to have a tangible product for beta (according to the people at their booth, as well as MRV). i'd expect some big players to be involved with second round financing....

To: Sector Investor who wrote (17497)	12/14/1999 12:55:00 PM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

considering the recent runup and the selling in other telecom and linux-related stocks, i'd say mrvc is holding up pretty well today. i'm a little surprised we haven't tested 50.... and, all of a sudden, it looks like mrvc is starting to rally.

To: Sector Investor who wrote (17497)	12/14/1999 1:10:00 PM
From: Robert G. Harrell	Read Replies (2) \| Respond to of 42804

Sector, I'm afraid I don't get the connection between Kaka's comments about Charlotte's Web and the Williams Communication deals with Avici and Corvis. Is he suggestion that we may soon get a press release announcing that they are also testing the Charlotte's Web terabit router? As to the AT&T announcement, within the scope of my limited technical knowledge, it would seem like you have correctly connected the dots. Are you suggesting that Lightwire is AT&T's brand name for our Triplexer or is our triplexer just a part of Lightwire? That brings me to an OT request for advice which may serve as a heads up to thread members of a good opportunity. If MRVC had put out a press release that AT&T (or Williams Comm. or whatever big company you want to name) was demonstrating our Triplexer (or Linux router or whatever product you want to name) in their booth at some trade show, wouldn't we be ecstatic and making the assumption that they were going to be using our product? What do you make of this press release? biz.yahoo.com Would you make the assumption that Microsoft is going to use Sigma Design's chip(s) in its set top box? The way the stock has steadily moved up since Thursday, it might appear that others are connecting the dots to this conclusion. SIGM is just about as non-communicative as MRVC and has no analyst coverage, however, in their last conference call someone asked a pointed question about what was going on with MSFT and the CEO gave a very terse "we can't comment on that". Would appreciate any and all opinions. Bob PS. Yesterday was my first experience with a one day gain of over $100K in my portfolios however, with the pull back today in MRVC and the melt down in ECM stocks, I'm giving most of it back. Easy come, easy go. And I was so close to a 7 figure gain for the year, which, needless to say, would have been a first for this young wippersnapper. I'm sure wise, strong, manly investors like Dana do this well every year.