SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?


To: signist who wrote (6199)12/4/1997 1:22:00 AM
From: Mike Winn  Read Replies (1) | Respond to of 42804
 
OK John, I did a survey of the different threads, read arguments from people, the one that interested me the most is the debate between Craig Crawford and Martin Milani on the 3Com thread. I think Martin got a point, 3COM is not dead and really strong. In the mean time, it's this stupid market that will take COMS down. I will wait til after Dec 22nd after the dust settles to buy. All these surplus inventory problems with 3COM are just temporary. Come January, everything will be wonderful again, upgrades will fly left and right, the network stocks will go up again, well til the next earnings. Then sell way before the next earnings of other network companies, 'cause it will be a few more quarters til all these network companies will get back on their feet again. Little companies like MRV will be at the mercy of the giants, trade MRVC according to the trading pattern of the giants. If the giants get a cold, little MRVC will get it too.

I will do the same with my little SNDK.

Good luck to you.

Mike.

P.S. This is scary: biz.yahoo.com