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

To: Dana Adams who wrote (9740)	7/30/1998 8:55:00 AM
From: Saul Feinberg Jr.	Read Replies (1) \| Respond to of 42804

Dana, I don't believe Terry is mudslinging. I really think he has an honest experience. And frankly, I'm relieved to hear about bad experiences, otherwise I can't explain the low valuations for MRVC other than UFOs and b.s. theories. I mean, if MRVC satisfied 100 percent of the customers, it probably would be trading at 50. In view of this, I think the Xyplex-MRVC merger, aside from bringing together the edgeblaster technology, also brings together the synergies of Xyplex's support expertise, manufacturing expertise, and sales people. Again, some of the analysts in the CC wrongly kept looking at the contribution of old Xyplex products to judge the success of the acquisition, and again, I think it would be foolish to imply that total sales should be subtracted by 15 million, (the net difference in accrued liabilities). If Xyplex merged with MRVC earlier, the experiences of Terry Kennedy may have been avoided. I know how it is to run a tight company with extremely tight human resources. You can have the best intentions, but without the people, you will come across as arrogant, or incompetent by the customers.