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

To: Sector Investor who wrote (12191)	2/17/1999 12:36:00 PM
From: Sonny	Read Replies (1) \| Respond to of 42804

I think I should even get-in more at these levels; same sentiment was seen in AFCI when it was around 5, just in couple months it went to 14 then. My logic is very very simple here: If I get a house worth 500K right now, will it appreciate and double for me in six months? I do not think so. But MRVC ... yes, I feel so confident! All the past is past us now! :-) Rev. growth looks so solid ... all strategic acquisitions, controls falling into place ... just a matter of time imho, (after they load up themselves first :-) ), when the big houses start pounding the table. The right sector, the right company, the right timing! Lets see if I can get to gather some dough from some sources! This will all be in the hands of Big Boys soon, and then the real fun will start. You can trust me on that! :-) All imho. Please do your thorough DD. regards to all, -/Sonny. (same thing I predicted for IOM a while ago; and today they are issuing a Strong Buy somewhere (compeling value ... chk news)).

To: Sector Investor who wrote (12191)	2/17/1999 2:45:00 PM
From: akmike	Read Replies (1) \| Respond to of 42804

Sector-I agree that Bruce shouldn't be embarrassed. With Noam's accent and dodging of questions in addition to the complications of write-offs, restatement of prior quarters,discontinued lines of business, investment in start-ups, allocation of R & D, introduction of new products, construction of new fab, integration of sales force, new support software,margins under severe pressure,confidence about the future,uncertain ramp of new products, etc.....what's not to understand? I thought that Gruntal's write-up/recommendation after the cc showed a good understanding given all the circumstances. I don't argue with the Hold recommendation short-term and the range of 6-12 is reflective of the co.'s prospects looking forward. It was also encouraging to me that Gruntal is projecting 2000 eps of .50 based on revenues of 300m. That is a conservative projection on revenues, don't you think? As we should do about 290m this year, and over 400m is possible in 2000 with some success in ramp of new products. I'm looking forward to your analysis of the cc. TIA Best regards, Mike