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

To: Greg h2o who wrote (11142)	11/2/1998 1:00:00 PM
From: SJS	Respond to of 42804

Greg, This market's now selling at 28 times earnings for earnings growth that's miserable....including MRVC's. I don't think it such a bad idea to take my ST loss now. There are much faster movers in the small cap market without the stigma associated with MRVC... Best of luck to all. I'll be following this one from the sidelines and if perchance I am wrong, I missed one. We've all done that before. I still believe, with management confirmation or not, that a sizeable OEM deal or a buyout is the only way out for the ST...and maybe even for the LT. Steve PS: Sector and Signist....Nice reporting job.

To: Greg h2o who wrote (11142)	11/2/1998 1:37:00 PM
From: WebDrone	Read Replies (4) \| Respond to of 42804

Isn't Steve saying he thinks he can offset cap gains and get back in before the train leaves the station? My thoughts are to look to offset any cap gains I might have for 1998. That will still leave me plenty of shares. I want to be careful how I do this, as I want to be able to buy those shares back in 31 days-- if the stock looks good at that time. Otherwise, I just have to look for other investments that look better. That said, I am looking for companies that will be involved in fiber optics and networking. I guess I'm in decent company... exchange2000.com Anyone here have any interesting ideas? Somebody out there today is seeing the value in MRVC. Sector said the company is presenting at a few dog-and-pony shows, and perhaps insiders will buy some shares during this window-- which would make me feel a little bit more secure. As you say, it may take a few quarters, but the direction seems focussed. For all the negatives, management seems to have a pretty decent plan for where they want to take the company. Web