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

To: Paul Senior who wrote (23140)	8/18/2000 1:27:20 PM
From: Sector Investor	Respond to of 42804

<<But if you actually did take all of what you say into consideration, then I say you are the exception, not the rule. I mean could the superior analyses you performed and results obtained be done by someone who only had 5 years of technical experience (not 30) or no management experience, or all that but no or a different macro economic viewpoint, etc.? >> I'm really uncomfortable with the word "superior". How about "intensive" or "in-depth"? The more things that a person can consider, and the broader and deeper their work experience is (especially if it in related fields), AND if they can actually SYNTHESIZE it all, the better you are, IMO. The Technical background IS ESSENTIAL HERE. If I truely didn't believe for example, that CWNT and Zaffire aren't going to be HUGE winners in their markets, or that MRVC is covering almost ALL of the key bases for optical networks of the future, then buying back MRVC after it's huge plunge, and in terrible market conditions would be a scary proposition - too scary to contemplate. But I did, and I already have a 3-bagger since mid-May. I believe to my core, that even Chet has the sum of MRVC's parts significantly understated. How can a regular investor do that if they don't have the ability to really see (I think any way) the future of networking. MRVC is targeting it all DEAD CENTER. The market will some day come to see that.