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

To: KLH who wrote (9620)	7/28/1998 9:19:00 AM
From: Sector Investor	Read Replies (2) \| Respond to of 42804

The shorts don't seem to know (or care) anything about the technology or markets. This is a BIG mistake in the long or even intermediate term. I really do hope that Pink holds his short hoping for the low teens. There were new analysts participating in the Q2 CC, and I detect a positive attitude too. EdgeBlaster and EdgeGuardian are about to add to revenue. The Terabit IP routing project could be awesome. Noam mentioned that this is a $20 Billion market by the year 2000. Hey, that's only 18 months from now, and MRVC will be a player with a strong entry, a full optical networking integration and their typical price/performance advantage over everyone. Noam said more details will be coming in the Q3 CC. This type of product and market will be understood by the new breed of analysts looking into MRVC for the first time now, and apart from everything else could start a move to higher multiples. Yup, Pink. Please continue to hold