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

To: Paul Senior who wrote (23093)	8/18/2000 10:07:37 AM
From: signist	Read Replies (2) \| Respond to of 42804

"If the purpose is to make or keep an investment in MRVC, that's another thing. If an investor has to spend 3 months analyzing the stock before making an investing decision in MRV, then imo, the complexity of the situation, by that fact itself, warrants a continued low price in the stock. " ...which is exactly the point, Paul. You said it better than I. How do individual investors hold management accountable? I have been in this stock over five years. I believe in their technical innovations. Management...that's a whole different subject. We do have to work HARD for our money, here. Regards, John

To: Paul Senior who wrote (23093)	8/18/2000 10:16:22 AM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<<From what I can tell, in spite of people's seeking to gain an investing advantage by trying to eke out superior company specific information, there is no evidence that shows superior investment research is a proven method for attaining superior and sustainable investment results.>> That is one of the most ludicrous statements I have seen on these threads. That "superior analysis" led me to buy 15K at $6, to go with the 5k I had. Then I added more around $12 pre-split and traded all the way up. That "superior analysis" led me to exit completely in the triple digits. That "superior analysis" led me to buy back pre-split and also this recent dip and enjoy these rides too. Maybe you prefer to be spoon-fed? Plenty of people willing to lead you by the nose out there.

To: Paul Senior who wrote (23093)	8/18/2000 10:18:10 AM
From: George Dawson	Read Replies (1) \| Respond to of 42804

"... there is no evidence that shows superior investment research is a proven method for attaining superior and sustainable investment results." Paul, Agreed - as an MRVC long for many years, I was blindsided when the shorts appeared here bashing the stock. I was equally blindsided when the stock price began to soar and the discussions of the incubator model began. As a guy who toils under the heavy burden of DD - I would appreciate any tips you could send me on "low flying fruit"<g>. George D.

To: Paul Senior who wrote (23093)	8/18/2000 10:36:24 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

<< there is no evidence that shows superior investment research is a proven method for attaining superior and sustainable investment results.>> i believe there is so much evidence that it would be impossible to list the names of those who use/used superior investment research to attain superior results. i guess the difficult part of the equation is quantifying "superior". i mean would "superior" be fundamental or technical analysis? would it include those who actually kick the tires and speak to management or a TA who looks at nothing but his screen? i can tell you Fidelity, Janus, etc. have a wealth of research knowledge, but some of their funds outperform and other underperform (removing sector funds, for obvious reasons). sometimes one form of research is in vogue and sometimes it's considered passe. but, bottom line is, you can have all of the research in the world at your fingertips, but if you can't digest it, you won't outperform. SUMMARY: INFORMATION IS NOT KNOWLEDGE.