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

To: Seth Leyton who wrote (7271)	2/25/1998 9:42:00 AM
From: SJS	Respond to of 42804

Darn Seth, I sold calls for 1 11/16 and bought back at 3/8, too. Good trade. Let's see how I do on the selling puts side, now.

To: Seth Leyton who wrote (7271)	2/25/1998 9:48:00 AM
From: ED PLOPA	Read Replies (1) \| Respond to of 42804

Seth: I assume that you wrote calls against only a portion of your position. Otherwise, I would suggest that your strategy will eventually fail one of these quarters when the stock blows out on the upside. Which quarter, who knows, but why risk it for a point or two on the entire position? If you think you got this thing nailed why wouldn't you buy puts and get the potential to make a little more money on a crash similar to yesterday? I've opened myself up, so let me have it. Respectfully submitted, Ed Plopa

To: Seth Leyton who wrote (7271)	2/25/1998 9:50:00 AM
From: signist	Read Replies (1) \| Respond to of 42804

Seth, I guess I ought to be able to see thru your sarcastic way of trying to give us a professional's view of things but when emotions are high it's sometimes hard to filter it out. This is my problem. Your post(today)has much informative value to me and others. I appreciate it. Your "plain sense" IMO is not so plain to many. You are a cut thru the bull type guy and that's fine. Please continue with any constructive criticism, if you like. John

To: Seth Leyton who wrote (7271)	2/25/1998 9:57:00 AM
From: whitephosphorus	Read Replies (2) \| Respond to of 42804

I'm concerned the real issue has not been discussed here...any help? I have owned MRVC since August 1995. I am getting concerned the real villian here is INTC. Look back and you can see INTC has made many acquisitions in the switch space. INTC is larger than MRVC in networking broadly defined(probably not comparable). As INTC moves up the food chain, I am concerned it's the niche players like MRVC that get hit and either sell out their technology to a larger company or fail. Please no flaming as this is meant to initiate serious discussion. Thank you