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

To: Saul Feinberg Jr. who wrote (9605)	7/28/1998 3:33:00 AM
From: Saul Feinberg Jr.	Respond to of 42804

Here's a confession from a shortie on the yahoo thread. Realize that, as longs, we can scare the shorties away too. ------- Old_Short_Fat_Man (58/M/New York) Jul 27 1998 8:50PM EDT Darn! I tried to buy to cover my short position, but set a limit buy too low for the last fifteen minutes of trading. I will not wait around, and will buy to cover at market tomorrow. Hey, I rode this thing down from 23.75, so there is NO WAY that I will lose money. Shorting a stock with all the people who post misinformation today has become easy. It's a science, but it is easy. Why do so many longs panic when the stock goes down a little? You nervous nellies make me laugh! :-)

To: Saul Feinberg Jr. who wrote (9605)	7/28/1998 4:11:00 AM
From: Richard Birecki	Respond to of 42804

Saul, Un posto excellente. I am no account, but I'll tell you this. MRV started out TINY, from nothing to where they are now in 10 years. Not bad. I would NOT bet against such smart people like Schlomo and Rav Noy that have such HUGE incentives to grow this company more. I really believe that trading at 20 times earnings, even assuming 30% growth only, it is WAY undervalued. especially with fiber about to take off BIG time. There is one predictable thing in this world and that is human nature. It doesn't change. MRV has been clobberred after earningsrecently. CLOBBERRED. People catch on to this and shoot the stock WAY TOO LOW to protect themselves. Too many people caught on. When the masses move in a herd, there are easy pickings for dinner. MRV is too undervalued. The field is too empty of buyers and it's going to be good grazing for awhile. As for our esteemed bald headed compatriot, Pinko, you ain't no dummy, but we're about to rub that mark off the top of your head. And tell Gorby that I say "Hi." Richard Bo Outlaw rattles home the free throw. May not be a swish, but it went in. He will however dunk on mr. pINK and talk trash on the way down the court. (Note that pink has a small "p")

To: Saul Feinberg Jr. who wrote (9605)	7/28/1998 9:30:00 AM
From: signist	Respond to of 42804

Saul, Thanks very much for making sense of things that made very little sense to me. Ditto Richard's comment your post. I intend to print out your posts and laminate them and every time I need to remember something I will refer to your posts because you stated the "whats, why's, hows and ifs" what obviously you have extensive experience in this business and common sense to go along with it. Again, thanks for your fine explanation about many aspects of this business and this company in terms even stupid investors (me) can understand. John

To: Saul Feinberg Jr. who wrote (9605)	7/28/1998 12:00:00 PM
From: JMandel	Read Replies (2) \| Respond to of 42804

Another key time for one of my infrequent posts. As one being influential in moving millions of shares in (& out) of MRVC since June of 1994, I may be able to shed some light on where we've been, and where we are. With hundreds of places to put funds to work every day which quickly yield large returns, it has been foolhardy to park money in MRV for the past year. I am still a believer, more than ever, in their strategic technology choices. Logic, however, has dictated to buy MRV on fundamentals and sell on technicals. There has been a clear cycle of MRV's growth v stock price. Apathy reigns until once again the tension between MRV's multiple and prevailing multiples forces another upward leg. The general trend in contracting networking expectations (other than CSCO & LU) has kept us in a ~20 pt. trading range. Conditions are ripe for this to change. MRV's new product lines are significant, and should propel them firmly into the mid-cap range. I anticipate the rapid evolution of their WDM technology and continuing integration of optical layers with traditional routing & switching. I insisted a few months ago that CSCO would HAVE to take out CIEN to navigate its battle with LU. I was wrong about the acquirer, but after the TLAB deal, others echoed my view that CSCO missed the boat. MRV is completing a strategy which will make it too strategic a buy to ignore. I trust that when the day arrives, the boys will put aside their competitive scorn, and do what is best for themselves, and shareholders. Finally, on this fraud nonsense. As someone with an EE/entrepreneurial background, I can confidently state that a company that consistently demonstrates its pride in visible innovation and successful deployment does not fit the profile.