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

To: Jack Colton who wrote (11347)	12/2/1998 10:49:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

re: DIS...maybe a short-term buy due to A Bug's Life and xmas around the corner, but why buy a stock at 35 times trailing earnings when they've already warned earnings will decline over the next 12 months????? I just don't get it...I guess it's more of the same...ignore fundamentals and buy companies with which you are familiar. Everyone read that part of the Peter Lynch books, as it is surely the most frequent part of his books that are quoted. Everyone tends to forget Lynch still looked at the fundamentals. I'd be willing to bet he's not buying DIS for his portfolio right now! greg

To: Jack Colton who wrote (11347)	12/2/1998 11:33:00 AM
From: Regis McConnell	Respond to of 42804

Jack, welcome back. I suppose when you last 'took a sabatical', you moved out of MRV, very fortunate indeed, as I can only dream as to what an entry point of 6 1/2 or so would feel like...anyways are you guys currently OEMing Nbase & Xyplex? How are sales? Any real world experience w/Fiber Driver? Ect, ect...What's your take on MRVs ability to develop products desirable for the various CLECs, ISPs, WAN/MAN, ect...what do the reps tell your as a VAR? Have you sold & can you tell us of any successes or failures w/the product lines. Just another information starved MRV shareholder looking for scraps, thanx. Regis