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

To: Duffeck who wrote (25672)	10/19/2000 1:35:25 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<< I hope this isn't another case of buy on rumor sell on news.>> Nope - although volume is low so the price swings on tiny volume. There really was no rumor here. I picked up on a one sentence comment in passing in the Q2 CC, then related that to the Dr. Larry Dalton announcement earlier this week. This has to hit the market as new news from an "unknown" company, and there really is no Press Release on it. Give them a bit for it to sink in. If you listen to that CC, any MRVC'er will understand the significance. And they just moved into the black after 11 quarters (while they integrated their fiber optics acquisition and developed FOG and other new communications and fiber optic component products). This is a case where the company has completely reinvented itself, but the market has not understood that yet. I'm VERY LONG on KVHI and expect that it will outperform MRVC over the next three years. Now, knowing how bullish I am on MRVC, that is really saying something. I'm not just talking out of my hat here. Listen to the CC, do your DD, use your MRVC knowledge and make your own decisions.