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


To: Bridge Player who wrote (21346)6/8/2000 3:05:00 PM
From: GS_Wall Street  Read Replies (1) | Respond to of 42804
 
lightreading.com

Very interest take on CW.



To: Bridge Player who wrote (21346)6/8/2000 4:16:00 PM
From: Greg h2o  Read Replies (1) | Respond to of 42804
 
BP, before you go selling all your shares and options, don't forget MRV will be attending the CIBC/ Oppenheimer conference in NY next week....

as for Zaffire.... very good booth setup and quality help. you could tell some money was being pushed in their direction. Luminent's booth was actually impressive relative to JDSU's booth. but, really...booth size doesn't matter...does it? <g>

iTouch looks like it's ready to move forward... have a 1/2 dozen revenue clients and a product that is impressive. also have beta tests with some impressive potential customers... i think the name UUNET was being thrown around.
iTouch is VERY ready to on their own, and the sales people i talked to voluntarily suggested they could handle their own marketing and communication much better than has been done at MRV. they really WANT to be in a "zaffire-like" position, where they can make their own decisions... evidently, investment bankers are doing some very serious sniffing....

disappointed there was nobody who could fill me in more on JOLT... looking forward to getting some additional info from one of the sales people.

all-in-all, was interesting, but not all that informative (kinda mirrors the company).

i'll let you know if i dig anything else from the notes...



To: Bridge Player who wrote (21346)6/8/2000 4:56:00 PM
From: coachbobknight  Respond to of 42804
 
BP...you might very well be correct about the price movement back to the mid 30s...

much depends upon the action tomorrow...if we can close above 47 tomorrow it would bode well for next week...

let us hope that luminent does not get delayed again

steve



To: Bridge Player who wrote (21346)6/14/2000 3:05:00 PM
From: Bridge Player  Read Replies (1) | Respond to of 42804
 
<< IMO MRVC has temporarily topped out here. The strength recently I attribute to supercomm and that effect is over. I look for the mid to low 30s again before any significant close above 45. MRVC 43 3/4 as I write.>>

I just love to make money when I am wrong. <vbg>

Now out of all calls except long January 25s and short October 100s. If MRVC should happen to get there by October I will happily wave bye-bye to 3/4 of my shares.

BP