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

To: Dennis R. Duke who wrote (11590)	1/8/1999 11:22:00 AM
From: signist	Respond to of 42804

Can Level II people take a guess? John

To: Dennis R. Duke who wrote (11590)	1/8/1999 11:45:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Hi, everyone. As Dennis said I,ve been extremely busy the past month - still will be thru this month too. I still like MRVC (never sold, but actively trade), but I really didn't expect to see a major up move for a few months (still don't really). With this stock you either believe in their future or you don't - I do. They are spending heavily on their future - very unlike them, unless they are confident in their future. If Q4 is a loss, I expect to see that it will be because of Infrastructure spending, and not primarily due to a drop in revenue or margins. I can live with that. You either trust mgt's technical ability or you don't - I do. You either believe their street problems will get better or you don't - I don't until they prove it to me. Still, this stock can double once by Summer, and perhaps once again by early-mid 2000 if they really fulfill their technical promises - and the street will come around eventually. If the second double happens it will be because they have successfully reinvented themselves and have made an alliance. In that case, we could see new highs as well. Big ifs at the moment. Time will tell. Back to lurk mode - I'm still busy.