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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (4298)	12/15/2000 7:04:41 AM
From: Mike E.	Read Replies (1) \| Respond to of 19633

Do you prefer MRVC over ATML? Yes. I think MRVC is a victim of throwing the baby out with the bath water. MRVC, assuming a favorable ruling for tax free distribution, intends to distribute the remaining 92% of LMNE to shareholders in the late spring. If LMNE were only trading at $6 at the time, MRV will carve ~$1B market cap out of itself with that distribution. Since MRV is trading at $18 right now, that would mean the rest of MRV is worth about $225M. Optical Access (free space optics) is the next IPO on deck and ready to go pending a change in market conditions. Zaffire, Zuma, Charlotte's Web Networks, iTouch, and a half dozen other startups exist within MRV. ATML is my semi equipment stock of choice. They are expanding production capacity with recently announced new plant construction in Colorado. I think MRVC could be a triple and ATML a double in 2001. My assumption is that 2001 will not be a recession in the making and we are experiencing a temporary slowdown, otherwise my two picks probably should be short picks instead... (I can go on if you'd like! <ggg>) Oh, and thanks for the great thread. I seldom miss a post here. Mike