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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Craig Lacy who wrote (16634)	5/25/2001 1:20:26 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Craig, be careful, the secret service is monitoring the internet and this snippet might be construed as a direct threat on the Presidency (g). Adding, I do not like the fact that the Dow just printed a new daily low. I was expecting it short term to hold 11,000, if it does not, all hell may break loose. Zeev

To: Craig Lacy who wrote (16634)	5/25/2001 1:37:35 PM
From: James Calladine	Respond to of 30051

MRVC (an interesting play, in my opinion) Probably most of you know about MRVC. For those of you who don't, it's a technology operating company that has evolved into a technology incubator with the intention of spinning off the subs as IPO's. This proposition has been viewed by the market as dead as a doornail, but the recent relative success of the TELM and RSTN has caused some reconsideration. MRVC has investments in 19 operating entities, information on which can be found at: Message 15432698 The first of the subs to go the IPO route, LMNE is proposed to be distributed to shareholders (favorable tax ruling has been received) at the rate of about 1.7 LMNE shares to each MRVC share. LMNE is trading at $6.21 which attributes a value of $10.55 to those shares. Since MRVC is trading at $12.46 you pay $1.91 for all the rest. Sub Charlotte's Networks is expecting to announce test results of their gear versus parallel offerings of JNPR and CSCO before Supercomm in early June. Tests are completed. Next IPO is expected to be Optical Access, a leader in the free-space optics field. Zaffire is rumored to be enroute to a sale to a major player. JNPR are one of its major investors, with MRVC. There is a 75% short position in LMNE as of last reporting! A very active SI thread. Do your own DD. Namaste! Jim