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

To: Sector Investor who wrote (25440)	10/14/2000 1:25:37 PM
From: mact	Respond to of 42804

sector, i like that...to me, ur M=2L is just as profound as F=MA, E=MC2 and possibly KE=1/2MV2...it is simple, yet elegant...trivial, yet all encompassing<ggg>.

To: Sector Investor who wrote (25440)	10/14/2000 1:57:59 PM
From: Hawaii60	Read Replies (3) \| Respond to of 42804

Sector, We can use all the fancy calculations we want to attempt to arbitrage a value. What counts more IMO is what the market will do. I have given specific examples of how the market reacted to both coms ipo of palm and idtc's ipo of ntop. Message 14580265 I am really open to this question, so wonder if you can give me specific examples of another company maybe in a similar sector who did a spin off and did not sell off afterwards? THAT, would be helpful Simply deriving a synthetic valuation that the market may give to a new IPO, hardly ever equates to real valuation and market perception in my experience. Reason being that most of these hot IPO's trade at 20% of their previous highs a year later. Thanks.