Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: J. Conley who wrote (23196)	8/18/2000 7:27:37 PM
From: Paul Senior	Read Replies (1) \| Respond to of 42804

John, re: "aren't we simply agreeing that many different disciplines can converge in one portfolio?" Yes, you have a good point there, imho. I hadn't thought of it quite that way. When many disciplines converge also on one stock - for example MRVC - the positive technology applications, the favorable industry segment, the technical analyses (I may be wrong about the current TA- I don't follow it), the value investor's sum-of-parts analyses, the trading opportunities with its volatility -- these combine, imo, to make a superior investment because the stock can be attractive to all investors/speculators/traders. Regarding LDP. It took me all of 3 minutes to decide to make an initial investment in LDP when I came across it. That's all the dd that was necessary, imo. (It was lots cheaper then, and maybe easier to figure the undervaluation.) As I learned more about the company, I've invested more. And by following YOUR dd - a complete as possible listing of the value of every LDP holding - I continued to add and hold. (well, maybe with a little trading in there in the 401 -g-). MRVC wasn't/isn't so easy. But back then, it did not require weeks of analyses. Imo. Paul, who offers this disclaimer: Lest I give the impression I actually know what's what regarding LDP, MRVC or stocks in general, I will add right now: I have been wrong many, many times before.