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

To: Michael P. Michaud who wrote (26127)	10/25/2000 4:02:55 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

agreed, Michael.

To: Michael P. Michaud who wrote (26127)	10/25/2000 4:12:14 PM
From: NeverSeemToLearn	Read Replies (2) \| Respond to of 42804

<<I have to disagree. from a recipient of a spinoff, we still wouldn't get shares distributed until Dec, if the IPO went off this summer, so only those privy to IPO shares at the IPO date (not us) would have benefited from the pop. I'd rather have the 3 asian acquisitions under our umbrella.>> As a 90%+ holder of LMNE, MRV shares would have reflected the price of LMNE. As it was discussed before, you can even short LMNE and be long MRVC. I guess it depends on your investment thesis, if you plan to keep LMNE a very long time, the acquisitions make sense since it makes LMNE a stronger company. I, for one, believe that the valuations given to Optical Companies are not sustainable. By having delayed the IPO, we would not reap the rewards of high P/S multiples. Dayal