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


To: Johnny_Blaze_420 who wrote (33290)6/14/2001 12:10:13 PM
From: Greg h2o  Respond to of 42804
 
johnny, i don't think he should moan and groan about the valuation.... instead, if he's gives solid facts and updates on the division i think it would be more focused toward his audience. btw, i don't think i've ever complained about noam talking about the stock or the price too much. execution remains the key and updates toward such are what i'm looking for....
interesting that JDSU and JNPR are now up a tad.... the group seems to be holding up pretty well given the comments surrounding the GLW downgrade. ok, so the fiber's in the ground....what are they gonna do with it now? in a period where everyone wants to shine a glimmer of hope on the metro access area, why doesn't noam use that as the foundation of his presentation? just wondering out loud.... also, note that i'm not typically a "noam basher" as seems to be pervasive on this thread. i just think mrv missed a great recognition opportunity by focusing on CW at the presentation. maybe today will be different.... maybe they'll give the whole picture today, as everyone was able to listen to CW yesterday and it would surely make sense to provide a different message at today's conference.