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


To: coachbobknight who wrote (26143)10/25/2000 5:16:26 PM
From: NeverSeemToLearn  Read Replies (1) | Respond to of 42804
 
<<OPXS ipo...speed to market is his only concern there>>
He did beef up Jolt with AstroTerra, but I agree, Noam understands the benefit of being the early mover now.

At current valuations, some analyst with brains would finally figure out that our MRV is a value play (barring Chet). But, I must say though, will we ever know what we were really worth? I still think LMNE will be successful, because we are a real company with real revenues and earnings with growth, it is the scale of success we are talking about.
Dayal



To: coachbobknight who wrote (26143)10/25/2000 5:22:22 PM
From: Greg h2o  Read Replies (2) | Respond to of 42804
 
<<when noam announced in april the ipo would be delayed, he very naively believed he the market would still be there and there would be no delays>>
well, i'd say NOBODY can guess the market. also, i'd also say CSFB had a HUGE hand in when this thing went public.

<<and if you want proof that even noam realizes he screwed up, look at his completely different approach to the OPXS ipo...speed to market is his only concern there>>
no, they are just aware of the fact they don't have to do all of the same housekeeping crap within MRV that they had to do for the first ipo. they have to get the second one out quickly so they DON'T have to go back through a lot of the same paperwork. sure, they want to get it to market as fast as possible...but the same was true with LMNE.



To: coachbobknight who wrote (26143)10/25/2000 8:24:25 PM
From: Bridge Player  Read Replies (2) | Respond to of 42804
 
<<..timing IS ALWAYS PARAMOUNT TO QUALITY.>>

Wrong, coach. I'll take quality every time. You can have timing, and momentum, and volatility. Just a different style.

But if you can't take the volatility, why are you in MRVC? It's not only a great long term investment, its a wonderful trading stock! So if you really prefer timing, what the hell is wrong with yours?

BP