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To: Manx who wrote (11741)	4/8/2000 2:14:00 PM
From: MCF	Respond to of 35685

I bought MRVC at the peak of $186.I would be lying if I said I have not been deeply concerned.I broke my own fiscal rules on this one and am staying with MRVC.My golden rule is if I get in onIt is not so much being resistent against taking the loss,they are right in the sweet spot,fibre based components is it.In stead of investing in the fibre switch OEMS,investing in their suppliers makes more since. The OEM's will burn up their fat margins as the technology becomes more widespread and it will become fiercly competitive. The components/tranceivers(both wireline & wireless.I think they will make it +,anyway that my 2 cents on it. :) Surf@60