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

To: Saul Feinberg Jr. who wrote (9316)	7/3/1998 3:44:00 PM
From: STU	Respond to of 42804

Does anyone know who printed the FirstCall report on Thurs. 7/2/98? Was there a rating or earnings change?? Stu

To: Saul Feinberg Jr. who wrote (9316)	7/3/1998 4:40:00 PM
From: J. Conley	Respond to of 42804

Saul, Thanks for sharing your thoughts. Well stated. You can indeed view many things about this company as either negative and positive. I guess all things considered, the one thing I simply do not understand about this company, when considering the negative view, is the lack of insider selling the past three quarters. A tech stock with NO insiders selling, on their salaries, with options, in the midst of slowing growth and a myriad of internal problems with the company? Just doesn't add up. There are many positives, and when the price action improves there is plenty there for the bulls to talk about and to provide good reason to buy and consequently run up the stock price. Thanks again for your comments. jc

To: Saul Feinberg Jr. who wrote (9316)	7/3/1998 5:18:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 42804

Saul: On the preferred / convertible. It is always better to line up the financing when you don't need it because once you do need it it is both more expensive and more difficult to obtain. I also am confused as to why now versus after earnings. However with the normal back end loading of sales a conservative management (Loam seems to be) would not risk waiting. So I buy management's comment here. They may still make #'s. I like the AT&T and TCI deal. If should help the fiber optics division (but not for a few quarters). Tim

To: Saul Feinberg Jr. who wrote (9316)	7/4/1998 2:39:00 PM
From: Dee Jay	Read Replies (1) \| Respond to of 42804

putting something as nebulous as "Client Relationships" on the books sounds like someone capitalized entertainment expenses to create an asset! Whatever the hell it was it was smart and conservative to get rid of it. IMO they've cleaned out a whole bunch of deadwood from the books, cleaned them up smartly and took all the charges they could to make things very tight and tidy. It was absolutely the perfect time to do it. They've made Xyplex as lean and mean as MRV in doing so. These guys are ultra conservative, too conservative for some who'd like to see some higher flying but I'd rather have it this way, even if the stock isn't winging it way out there. Lastly, it isn't logical for IBD to run ads touting themselves which use "crooks" to speak highly of IBD - yet IBD coninues to use Noam in its commercials. This is not an exercise in logic in saying so - but if there were hints of the kind of crap that Punk alleges you can be sure that IBD would have excised Noam immediately. Dee Jay