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

To: KOVICH who wrote (5560)	10/23/1997 3:33:00 AM
From: Dan Ross	Read Replies (1) \| Respond to of 42804

<Utilities made another new high which should indicate that rates will move lower again.> Kinda funny since the popular press seems to indicate that they are going the opposite.....CNBC had someone from Goldman and another firm on today. They both indicated that a .25 to .50 increase by this time next year is highly likely......I take it with a grain of salt.... My only concerns are unemployment.....The labor market is tight....people are getting raises....Some people, my fellow students, are getting HUGE salary offers (larger than normal) whereas I know others that have gotten 50% plus raises in their salaries through shopping around. They tend to be in high demand industries ........ As for the market wages.....I think they aren't increasing due to CPI being very low currently.....people aren't screaming because their standard of living isn't diminishing.....BUT the gap between the rich and poor is widening at a HUGE rate....... I would love to retest the old highs before earnings as I have doubled my position at these levels....... GO MRVC!!!!!!!!!!!(If Dana is watching, GO OWLS!!!!! <ggggggggg>) Dan Ross

To: KOVICH who wrote (5560)	10/24/1997 2:46:00 PM
From: starpopper	Read Replies (3) \| Respond to of 42804

Kovich...how are my fundamentals stacking up against yours NOW!?! Looks like we will indeed see $30 before we see $40, actually we already saw $30.50 earlier today! Maybe you should reevaluate the way you analyze fundamentals and try using some blinders...it's very easy to get caught up in the hype or rush of a particular stock, rather than checking the macro environment in which it is performing! Yes, MRVC is an excellent company. Yes, it has superior fundamentals. Yes, it has had a nice little coming out party. And yes it stands to continue its' incredible growth pace. However, if your strategy is short-term trades, as it sounds like yours is, then you HAVE to consider other factors such as what time of year is the riskiest to hold stocks! I sold all my short-term positions last month, including MRVC at $38, because I have been worried about what we are now going through. Your criticism of my analysis was totally unwarranted, and now proven totally incorrect. I said... "VOLATILITY!!!" "We are in a very dangerous period short-term...took MRVC profits @ $38 a couple of weeks ago and look forward to buying back in below $30 during this volatility! Once we have this correction in the markets we should see a rapid ascent in MRVC to $60 in early 1998!" SI is great, in that we can review previous posts of an author to see how their predictions have fared...here was yours! exchange2000.com Sorry, but I just couldn't resist! :-) The fort is sealed...fire away!! :-) $weet Dream$ Starpopper