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

To: Mike E. who wrote (25299)	10/12/2000 6:11:58 PM
From: Bridge Player	Respond to of 42804

<< Mike "depressed but clutching onto all shares" Ernst >> Bridge "about to be put 500 more shares at 70 from having sold naked puts for $9 each when the stock was 78 or so, such a deal I got!" Player

To: Mike E. who wrote (25299)	10/12/2000 6:13:55 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<< we consider a big part of our "advantage" is being one of the first to commercial market.>> CWNT is not factored into MRVC's valuation at all right now, it would seem - so how could it affect us like this? LMNE alone will very probably have a higher market cap than MRVC does today, even based on 2000 sales. You can't have it both ways. If our 2001 revenue projections included what CWNT is likely to do, they would be much higher. Since they do not, we should not be affected.