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

To: Seth Leyton who wrote (8586)	5/5/1998 6:17:00 PM
From: SpecialK	Respond to of 42804

Maybe a move to NYSE would help things. Disappointed, Ketan

To: Seth Leyton who wrote (8586)	5/5/1998 7:54:00 PM
From: Sector Investor	Read Replies (4) \| Respond to of 42804

<<You asked for it...you got it...my opinion! (It's worth what you paid for it!) >> No, Seth, I got much more than I paid for. Thanks VERY much for some good insights. So the obvious follow-on question is: What is holding institutional investors back? And the related question: Why did 2 road shows fail? MRVC's fundamentals are strong, it's products are strong, it's track record is more than strong, it's management is strong at running their business, it's future looks strong too. I can understand that Management does not talk the street's language well. OK, but so what? Aren't fund managers and analysts supposed to be trained in how to research good growth prospects? I can't believe they couldn't see MRVC's strength if they really LOOKED. So why aren't they looking more closely? It has to be more than an ancient Cabot stigma, and higher than average DSO and Inventory numbers (the current "obvious" excuse). I fully understand the difference between perception and reality. I'm convinced the reality is a strong company with excellent products and prospects. What is the cause of the poor perception? Is it a general feeling that small networking companies can't compete against CSCO in the long run? Or what? Anyone?