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

To: kvkkc1 who wrote (23642)	9/8/2000 4:42:06 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<and I haven't heard whether MRVC finances customer deals>> I don't think so. That was a trend started by CSCO I think and copied by ASND, which LU acquired. You read that same article too, eh? <<Their management claims they must remain silent on every aspect of the business even though they are only spinning off one portion of it.>> So you don't believe the old adage "Silence is golden"? <g> <<I still don't know whether Noam has fully regained the confidence of the big investors. >> I doubt it too - but pulling off the first 1-2 IPOs should help that a lot.

To: kvkkc1 who wrote (23642)	9/9/2000 3:56:40 PM
From: Mike E.	Read Replies (1) \| Respond to of 42804

I still don't know whether Noam has fully regained the confidence of the big investors.knc I'm of the opinion he has since Fidelity and Janus funds are two of the top 3 institutional holders. I also notice that CREDIT SUISSE ASSET MANAGEMENT has been scooping up shares. Isn't Credit Suisse First Boston the lead underwriter in the Luminent IPO? Think they might know something more than you and I? I think (hope?) so. <g> insidertrader.com # Institution Name Report Date Holdings Value($mm) %Own #SharesTraded %Change 1. FMR CORPORATION (FIDELITY MANAGEMENT & RESEARCH CORP) 1 6/30/00 7,107,000 $477.95 12.4 6,739,000 1,831.3 2. PILGRIM BAXTER & ASSOCIATES LTD. 1 6/30/00 4,198,200 $282.33 7.3 -1,043,800 -19.9 3. JANUS CAPITAL CORPORATION 1 6/30/00 2,502,160 $168.27 4.4 -1,506,710 -37.6 4. NEW FRONTIER CAPITAL, L.P. 1 6/30/00 1,160,650 $78.05 2.0 0 0.0 5. BESSEMER GROUP, INCORPORATED 1 6/30/00 1,010,802 $67.98 1.8 -1,210 -0.1 6. BARCLAYS BANK PLC 8 6/30/00 936,856 $63.00 1.6 -175,748 -15.8 7. MORGAN STANLEY DEAN WITTER & COMPANY 1 6/30/00 607,002 $40.82 1.1 -192,568 -24.1 8. DIMENSIONAL FUND ADVISORS INC 1 6/30/00 592,500 $39.85 1.0 -586,900 -49.8 9. CREDIT SUISSE ASSET MANAGEMENT 1 6/30/00 526,600 $35.41 0.9 328,100 165.3 10. GARDNER LEWIS ASSET MANAGEMENT, INC. 1 6/30/00 465,700 $31.32 0.8 -135,900 -22.6