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

To: kvkkc1 who wrote (25318)	10/12/2000 9:06:59 PM
From: Madharry	Respond to of 42804

I don't know that I agree with your statement. However if no ipo market exists that certainly puts a damper on the stocks current price. It seems though that the company is priced like none of its subsidiaries will ever ipo, and I do not believe it. There is no question that companies which are looking to monetize their assets through the ipo market have been hammered of late, and frankly had I known that the ipo of lmne was being put on hold or however you want to phrase it, I would not have picked up shares in mrvc at the levels that I did. I also admittedly did not predict the tumble that nasdaq and optical stocks have taken and my hats of to those astute market timers who knew.

To: kvkkc1 who wrote (25318)	10/12/2000 9:08:07 PM
From: coachbobknight	Respond to of 42804

the numbers should be nice...it's the silence in between now and then that will be tough...

To: kvkkc1 who wrote (25318)	10/12/2000 9:15:29 PM
From: James Calladine	Respond to of 42804

DEFENCE OF THE STOCK: I agree with you that this is (for the most part) -- a gigantic promise (or set of promises) which seem to be real -- one VERY undefended stock As such, as we are finding out, it is, in this market very vulnerable. There are all kinds of things that MRVC can say and do to defend the stock that would stay away from quiet period considerations. Such as: -- new customers -- new orders -- progress in the other subs -- no risk from mid east conflict (if true) -- what is going on in previously existing business now part of what..... etc, etc. In other words, things that convince people that there is ongoing valuable SUBSTANCE. Hey, Noam and Schlomo, that time has come!!!!!!!!!!!! Best wishes, Jim