SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?


To: Sector Investor who wrote (12015)2/4/1999 1:16:00 AM
From: Jack Colton  Read Replies (1) | Respond to of 42804
 
Moving up on this little volume says what in your book?

Jack



To: Sector Investor who wrote (12015)2/4/1999 1:17:00 AM
From: akmike  Read Replies (2) | Respond to of 42804
 
Sector-I have been lurking on this thread since last June and now I finally learn that if we post more the damn stock price will go up faster! <bg> At any rate, this gives me an opportunity to thank you for the excellent quality of your information. To say that you do yeoman work on this thread is a vast understatement.
My first purchase of MRVC was in early August and I've been steadily increasing my position to the point where I'm "full up". The initial attraction was the 30+ qtrs. of increasing revenue in an industry which I strongly believe is well-situated for long-term growth.The 4th Qtr. glitch and Pink's assault presented us with the opportunity to acquire shares at exceptional valuation and I couldn't resist loading up. The recent product announcements and awards have caused me to re-think my exit strategy and to keep a more open mind of how high up might be.
Noam talked last year of an alliance announcement in 1Q99. You've pointed out how crucial this is for MRV to capture an appropriate market share for their superb technology. We are almost halfway through 1Q- do you see any sign of such an alliance? You wouldn't think that it would take the awards to generate such an alliance. Which companies do you think are prospects?
Again many thanks for your excellent work.

Best regards,

Mike

P. S. Aren't you glad that we have our position established before Tim and his friends start to work here?