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

To: Greg h2o who wrote (24868)	10/4/2000 10:02:29 PM
From: mact	Respond to of 42804

greg, i couldnt agree with u more...we just need to be patient here...we seem to be abit antsy here...i bet LMNE at least doubles at the open, but reaching the 100's like it would have done last yr like AVNX and some others have done is not likely...imo, MRVC should reach 70-80 when LMNE ipo's(or shortly after), but the big push prob. will not happen until OA files and is ready to ipo...OA is a much bigger and more important ipo to us than LMNE...there are many public co's that LMNE competes with, but there are no publicly traded co's like OA...they have first mover advantage and they will solve the last mile bottleneck problem(esp. in metro areas)...when the mkt realizes this, both OA and MRVC will really run hard....also, we need co's like SFTBF, CMGI and ICGE to recover so the incubator concept becomes favorable once again...jmho. mact

To: Greg h2o who wrote (24868)	10/5/2000 1:42:05 PM
From: coachbobknight	Read Replies (1) \| Respond to of 42804

greg...i am fully aware of all the quiet period restrictions that would face noam...however, he would be completely free to discuss all of our other companies...charlottes web, zaffire, iTouch, Nbase, Zuma, Red-C Optical, and perhaps even OA would be fair game for discussion... let's concentrate on the street.com... i have emailed carolyn koon, adam lashinsky, jim seymour and cory johnson... ckoon alashinsky jseymour cjohnson@thestreet.com include the link from chet white in your emails...