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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (2191)7/11/2000 11:31:19 AM
From: pat mudge  Respond to of 3951
 
Who do you think is next? MRVC?

I don't see MRVC as a take-out candidate simply b/c they are more of a holding company for a variety of companies. Unlike SDLI and JDSU who both acquire to augment their core technologies, MRVC buys private companies with the goal of spinning them off, similar to CMGI.

How many buyers want the kind of variety MRVC has? Now, if they want to buy any one holding, that's a different story.

Pat



To: Gus who wrote (2191)7/11/2000 10:49:30 PM
From: jmanvegas  Read Replies (1) | Respond to of 3951
 
Gus: IMO, just judging from the stock performance the last 2 days, it appears that investors/speculators have their eye on NUFO as possibly being in play. Also BKHM is another one to look at and their optical technology is quite interesting.

jmanvegas


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