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

To: Greg h2o who wrote (12571)	4/1/1999 9:44:00 AM
From: WebDrone	Read Replies (1) \| Respond to of 42804

Greg, if you lose trust, sell. These guys are nothing if they are not clever. Too clever, perhaps. I don't much trust them, but have almost nothing to lose by holding my shares. They are at least valuable Capital Gains get-out-of-jail-free chips. I'm getting a BIG return, this year. Heck, I should lose money like this more often, and just start filing my income tax returns full-time! My bet is that all of the monkey business makes sense, but it's just a gut feel. On a bad day, I think MRVC is a total shell and scam that never even made a single photodiode. So I'll just hold my shares, trade some if I get bored or think I can scalp a tax-loss and get my shares back later for free, and diversify my interests. On the other hand, Sector's last few postings are SUPER. Thanks, all. Web

To: Greg h2o who wrote (12571)	4/1/1999 9:50:00 AM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

Couldn't you say the same thing about any 'multinational'? It seems MRV is always considered in light as a 'worst' possible case. I would think that given the level of opportunity involved w/both the NAC & Charlotte's Web products, the level of specific engineering & R&D talent, that ownership/equity positions would be required to give these individuals proper 'incentive' for the successfull completion of their work. By positioning the startups in close location to outstanding academic research facilities they continue to have 'a finger on the pulse' of what happens next. Of course MRV's stock price more reflects a giant ponzi scheme, not a fast growing multinational optical networking innovator.;-( Personally I would like to think that this has/is the 'nadir' of MRV's stock value & that smart investors will recognize the 'evolving' value that underlies this 'crazy' co. What a case study! Regis

To: Greg h2o who wrote (12571)	4/1/1999 10:38:00 AM
From: Jack Colton	Read Replies (1) \| Respond to of 42804

Hey..... I didn't see my Networking Company's name in there.... Aren't they going to list the firms that they made OFFERS to? Jack - ok... I'll crawl back into my office

To: Greg h2o who wrote (12571)	4/1/1999 11:03:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<further, if the company is sitting on all that cash from the convert, i may make a little sense to buy some stock back at this point (clearly, they aren't exactly sharing with us how they plan on using it).... if nothing else, it wouldn't hurt to see SOMEBODY at the company buying....>> OK. Let's talk about use of money. MRVC bought 19% of New Access for $950,000, with option to acquire 60% What might that 19% be worth in 3 years if New Access is successful, and it looks like they have an excellent chance to be successful? That same $950K could have been used to buy 135,714 shares at an average of $7 to reduce the float by 0.5% - a negligable amount. I know the street wants them to buy back, but which looks like the better investment to you?