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


To: T.R. who wrote (24017)9/18/2000 10:06:48 AM
From: James Calladine  Read Replies (1) | Respond to of 42804
 
NEW LOOKERS AT MRVC....?

I agree with your comments.

The "argument" in the Barron's article was more or less:

-- Luminent is probably worth $14 share
-- that doesn't account for all value at MRVC $56 price
-- they have a few other things, though
-- but we don't think they are worth the difference.

Anybody with half a brain would look at that logic and
question it. Then, when they find there is a LOT more than
Luminent waiting in the wings---hopefully they do something about it!

Such an article at MRVC $81 price point might have more
validity, but at $56..........?

Bestwishes,
Jim