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

To: Dana Breite who wrote (8399)	4/27/1998 12:02:00 PM
From: r. c. cummings	Respond to of 42804

I agree. Interview was piss poor. Noam needs to get some contact lenses. Too much reflection off his glasses when on TV, making him look nerdish. He didn't seem to have the optimistic exuberance of past interviews. Obviously he didn't get much sleep (the interview if it took place on the W. Coast probably had him out of bed by 3:30 or so. His response to the inventory question was especially weak, and he even seemed taken aback at first--as if he hadn't cexpected the question!!??!! The results just met estimates, nothing much to write home about. We needed a penny or two above to move the stock up. And now with the correction underway and a possible shift away from tech, MRVC will be lucky to get back to 28 in the next few weeks and then will probably just bounce around in a small range. Very disappointing.