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

To: Greg h2o who wrote (29773)	2/16/2001 10:53:22 AM
From: Johnny_Blaze_420	Read Replies (1) \| Respond to of 42804

Greg, I have a different point of view re: zaffire, MRVC and valuation. It is true that Zaffire and all other components of MRV at currently valued close to 0, but i don't think bad news can be disregarded as easily as you say. I am less concerned about Zaffire as MRV owns only a small stake. I would be more concerned with a company like OPXS or Charlottes where MRV has a controlling interest as the management has more of a "say" in the company. Problems at zaffire will lead people to believe that problems also exist at other companies within the MRV portfolio. An increase in the valuation for the "babies" can only happen if OPXS comes to the market.