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

To: signist who wrote (11546)	1/2/1999 10:56:00 PM
From: Mr Destiny	Read Replies (1) \| Respond to of 42804

signist To all on MRVC, My name of Mr Destiny came from the movie it was great, left an impression on me of how your life can change with just one event. Sometime in June I read an article by an anaylist named Bill Flecken-----.It talked of gloom and doom being an optimistic person I didn't belive it but he made some compelling points so I thought. I sold my winners and put them in cash (smart me). one month after the first decline I decided I could not bear to be out of the action of the market,it started climbing back I read 2 Investors advice on Microsoft's Strategy Lab that spoke of MRVC thinking the company was ready to jump, I bought.Thus the name Mr. Destiny my old portfollio has jumped since then about 118%. This new portfolio well it's just now at a breakeven thanks to my largest holding (guess who?). I just paid 60.00 to be able to talk to all you good people on MRVC to say this company has tested the limits of all our patience,however tax selling is over and weaker hands sold. Now comes the true mettle of worth MRVC has washed all impatient investors out with the lack of any news. This small cap is selling at book if not below,since I and many others have already taken a beating do you think I will sell now so they can buy my shares at a discount to acquire more strength in this company simply at my short term discrestion!No MRVC !Selling done all who wanted out are gone with the new year the company is in the right sector of technology it's time to bring home the cash.Come on MRVC for those who didn't sell at these RIDICULOUS LOW PRICES show us some fight is still in this company advertise your products your worth your team let the street now your there and kick some serious butt! I could have written a different article completely but I am an optimist.I believe Harry Dent is correct in his book "THE ROARING 2000's" the money coming into this market in the next 15 years from aging baby boomers and their 401K plans should drive this market skyward,be part of it!!! To all you long termers my best regards for you and yours in the new year and remember I'm NOT selling are you? Best in Investing Mr Destiny See Ya.......

To: signist who wrote (11546)	1/3/1999 1:46:00 PM
From: STU	Respond to of 42804

Peacelover, I have not lost patients, just dollars. I still believe we can get an upside surprise in 1999. Keep my Rev expectation on your wall highlighted for 9/98 - 9/99 at 360MM. Earnings have become a challenge from significant price competition within the LAN markets. Remember that this is 30% of MRV's business. Management has an uphill battle, but when margins return, we will be back at higher EPS with less shares outstanding and higher Revenue levels. If 1 year from now we are again at margins of 13% at Quarterly Revenue levels of 85mm and shares outstanding of 25mm, Quarterly EPS will be $.44 and growing. I've takin this bet at $6/share. This is not the same company from 1 year ago. Just look at the long list of product choices they offer. You need it, they've got it. MRV has become a well rounded company with a full engineering and sales staff to compliment every clients needs. The order of magnitude of each sales ticket has increased from a parts supplier of the OEM market to a full systems supplier. Their sales and distribution system is strong. I would not expect the shallow growth we have seen in the 6/98 – 12/98 to continue as newer products continue to bring in new sales. Remember I said to recheck this company in the Mar '99 through Sept '99 period. Yes, the economics of the world has changed dramatically over the last 10 months, but MRV's segments are still at the top of the needs of the business community. MRV increasing their product line with WAN and MAN products from Optics and LAN increases the size of the markets they sell to therefore increasing market share. Their case study of the BART system on the MRV.COM website is witness to their ability as an all in one communications company. Over the next 6-9 months, the introduction of the "SPIDER" Terabit Router will again wake up the investment community to acknowledge the value of the company's leading edge engineers. As we start 1999 are our expectations now of a profitable company or a has been? I think the former. As soon as the street even gets a hint of MRV returning to profitability this stock will be off and running. Will this happen this month? Certainly not, but over the next 6 months, with world interest rates dropping to historic lows, we should begin to gain confidence again. Keep the Faith STU

To: signist who wrote (11546)	1/3/1999 7:41:00 PM
From: peacelover	Read Replies (1) \| Respond to of 42804

John, My apologies for the late response. I was away from my computer and I just got back now into posting. I sincerely believe mrvc will come out of its cocoon in 1999, but I still do not like pink and his remnants hanging around this co like vultures around a carcas. The best of 1999 to you and your family. My best regards to your daughter and her family. peace and good luck. peacelover