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

To: Greg h2o who wrote (20296)	4/12/2000 4:22:00 PM
From: signist	Respond to of 42804

By: rinfretmoore Reply To: 1132 by knguv1 Wednesday, 12 Apr 2000 at 4:11 PM EDT Post # of 1134 MRVC/Terambeam "Got this email from Diana today in reference to MRVC and Terabeam." ragingbull.com Via Raging Bull MRV does supply 100micron detectors to Terabeam in insignificant numbers. We do have a confidentiality agreement in place. Today, there was an announcement in regards to Lucent and Terabeam forming a venture using TeraBeam's high-speed wireless technology. It is too premature for us to comment on this venture. For the time being, we are supplying Terabeam our 1st generation transceivers, which are critical to the overall product. We have 2nd generation transceivers in place at an additional Beta site.

To: Greg h2o who wrote (20296)	4/12/2000 4:26:00 PM
From: Ron Dior	Respond to of 42804

"Are you suggesting the Nasdaq is in an overall downward trend?" "Are you telling your clients to sell on any strength?" Greg I wasn't being facetious, but was just curious. Ron Dior

To: Greg h2o who wrote (20296)	4/12/2000 4:31:00 PM
From: Sector Investor	Respond to of 42804

<<now, i'm going to put that buy list together for sometime tomorrow.>> Just looking at the Naz chart, we probably match or exceed last week's lows in the AM tomorrow. Will we bounce back then? I hope so, but am not holding my breath.

To: Greg h2o who wrote (20296)	4/12/2000 6:18:00 PM
From: pann1128	Read Replies (1) \| Respond to of 42804

Hi Greg, I lurk on this thread but did not heed your words of caution. Now I wish I had <G>. How are you going to determine that the turnaround is for real and not just a dead cat bounce when you see a rally? Also, would MRVC be oin your shopping list? Thanks, Piyush

To: Greg h2o who wrote (20296)	4/12/2000 10:53:00 PM
From: WebDrone	Read Replies (1) \| Respond to of 42804

My humble offerings for the list. Feel free to ignore or make comments, all. 1) AAPL. Major OS upgrade coming that will be killer among installed base. Taking back part of education market. Margins remain high, earnings look good. Quality design at premium prices, and the only consumer alternative to Msoft. Weathering the storm. 2) ASYT. A semiconductor play on 30mm wafers and automation to increase yield. Cyclicals for the company should lag the semiconductor cycle, I think. 3) VVI. Boring. Bet is that management is making the right moves. 4) SPC- A Greg pick. But I looked and I liked, and I think it's still a good one. Them that rides the storm well should sail pretty in fair weather, I think. 5) LAF. I'm really on the fence with this one. Concrete and drywall. Company looking to merge and become larger. I'd appreciate any comments on this one. disclosure- I'm holding a little of everything but LAF. About 40% in cash, feeling comfy. Web