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

To: Sector Investor who wrote (11613)	1/10/1999 1:56:00 PM
From: Bruce L	Respond to of 42804

Sector: Thanks for the kind words. For me, putting things "on paper" helps sharpen my thinking as to why I like a company. But really, yours is the more valuable contribution to this thread: real analysis, as opposed to my attempts at synthesizing what you and others post. And if you had not first questioned it yourself, I might never have challenged the notion of an operating loss for Q4. We might both be all wet, but your last post was flawless: it just doesn't seem credible that they can show that loss without bumping up R&D and SGA and/or special charges. If we're right, then Noam & Co. are feeding the analysts some of that "candid negativity." None of the facts they give out are false; just the slant. That's a final point to make about MRVC: though he may not really care about us stockholders, I believe Noam is a man of talent, of course, but also, integrity. I still resent Mr Pink's slanderous character assasination of last summer. And it isn't just Noam's baby face: I've listened to every CC for 2 years now. Of course, I've never met him personally, but that should be corrected this year. I will be moving back to California (from Kauai) and look forward to meeting you and Signist at MRVC's annual meeting. Bruce