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

To: Dan Spillane who wrote (6535)	12/17/1997 11:51:00 PM
From: James Young	Read Replies (1) \| Respond to of 42804

Dan, Eugene - Thanks for the responses. It's reassuring that the fundamentals have not changed.

To: Dan Spillane who wrote (6535)	12/18/1997 3:02:00 AM
From: GS_Wall Street	Read Replies (2) \| Respond to of 42804

MRVC Earnings est have been coming down since May. The stock peaked sometime in August, while earnings still continued to be trimed. 1998 now stands at $1.24 per share. If this number holds this is the lowest valuation this stock has had since I been tracking (1 1/2 years). If MRVC can show they can beat 1.24 per share thats when the MO players jump back and this stock will see $40. Give me some evidence these guys can beat 1.24 in 1998. The picture will start to be more clear as 4th Qtr earnings are released. Lets hope for the best.

To: Dan Spillane who wrote (6535)	12/18/1997 8:50:00 AM
From: Steven Cindrell	Respond to of 42804

I am a long term investor of this stock. It would just warm my heart to find this stock at this price in January of 1998. This company is just too good a company to go unnoticed. After the new year I will double our position in this stock.

To: Dan Spillane who wrote (6535)	12/18/1997 4:00:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

<<Cisco is near a 52-week high, MRVC is near a 52-week low.>> Yes, and since that 52 week low, we have had three more growth quarters and nearing a 4th, accomplished a nice secondary with more money going into sales and R&D, got a little bit of big house recognition (more to come), improved our marketing visibility and broadened our product line and interfaces. Soon the mood will turn and the shorts will begin to cover, propelling this stock upward. I just bought January and March $22.5 calls when MRVC went to $21. Now to wait for the chickens to come home to roost in 1998.