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

To: Seth Leyton who wrote (6193)	12/3/1997 11:52:00 AM
From: williet	Respond to of 42804

Seth: I just jumped back in and appreciate your qualified perspective on MRVC and the market as a hole. CRAMER just came out and said that he is entering the market cautiously, he also sees this as close to if not the bottom in tech's believe it or not. He sees 98 as the year WINTEL roars back in the second half and with the need for conversion of business computors to NT in 1999 and beyond the WINTEL monopoly is sure to dominate the landscape once again. MRV will also reap the benefits from this same strategy. I day trade so this former paragraph means little to me other than as a perspective on the future outlook for this small but exploding company. THe long term holders, less than six months from now, will be handsomly rewarded for their faith and fortitude. wiliet

To: Seth Leyton who wrote (6193)	12/3/1997 11:52:00 AM
From: SpecialK	Read Replies (1) \| Respond to of 42804

MRVC looks like a great buying opporunity today, as it has been every Wednesday the last 3 weeks. It has been a great sell every Friday close or Monday morning. How many of you have ever bought any stock thinking that growth is strong, fundamentally looks good, down 50% off highs, means great buying opportunity and then found that there is bad news that comes out and the stock goes lower? I am beginning to get negative feelings to buying and holding, with thoughts that 2-3 years from now we will definitely be higher, if the company continues to beat expectations, it would seem likely, but there are too many companies that as they continue to grow have stumbled and have not recovered. Are these the feelings at the end of the bull market? How volatile do stock moves have to be before deciding to change to intermediate term investor, short term trader, daytrader, (minute trader is next)? Does the market or the particular stock care if I am down 40% on my investment or down 10% or up 50%? NO. I guess the key must be that we need to evaluate (at some time interval-individual specific) would we buy the stock at this price and if not, why would we continue to hold ( sometimes there may be legitimate reasons). I appreciate reading all of your comments and appreciate your responses to this message. Just concerned, Ketan Thakkar

To: Seth Leyton who wrote (6193)	12/3/1997 2:23:00 PM
From: Steve Lee	Read Replies (2) \| Respond to of 42804

>>the good fund managers are bottom picking<< I've refrained from making bottom comments recently and I'd appreciate the same respect from you. ~