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

To: Paul Senior who wrote (23129)	8/18/2000 12:47:09 PM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

<<Lynch's famous "know what you own" point.>> and this the quote from the man who is quoted as "never met a stock he didn't like"....impossible to really "know" that many stocks, huh? but, you see...HE has Fidelity's HUGE research dept to get to know the stocks and give him the 5 minute "cliff notes" version of the story....

To: Paul Senior who wrote (23129)	8/18/2000 12:53:04 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<I would counter by saying that that much research requires that your portfolio of stocks must be small - there's not time to research in detail (if that's what superior research is) so many companies. >> Yes - only 8 or 9 right now. And MRVC has done the best (so far). But I've harvested MANY multiple baggers in the last few years. ASND was nice at $22 - $80, I had a three bagger on BAY in 1997, plus a 10-bagger recently on ENBC - just a few examples. <<You ultimately close (or maybe win) the argument when you say, all you need is one good stock. I mumble something about too risky for me and go back and ask myself, am I meeting my financial goals? (seem to be), so I will stick to the ways I believe the experts are saying to invest. >> I'm not looking to win - and I don't consider it an argument, just spirited discussion <g>. Our styles are completely different - and both apparently successful. Fine. Everyone should do what works for them.