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

To: Sector Investor who wrote (12715)	4/12/1999 4:36:00 PM
From: cmg	Respond to of 42804

NO BUYOUT......shareholders have suffered to much to receive 50cents on the dollar....mrvc has something noone has yet and that is the fire that has been lit...........could be the Beginning of something not the end HOPEFULLY.............cmg

To: Sector Investor who wrote (12715)	4/12/1999 8:16:00 PM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

Via Roktar on the Motley Fool, any speculation? What will happen on Thors-day the 15th? Does the all knowing 'rockthrower' have the inside skinny on todays price aberration? Kinda sucks that any price appreciation is always considered a fluke or manipulation. Oh well. "Unfortunately, I promised not to tell the main reason for today's rise even though I know where it comes from and how it started. You will have to wait for Thursday. Nothing has changed." Regis

To: Sector Investor who wrote (12715)	4/13/1999 3:13:00 PM
From: Greg h2o	Read Replies (2) \| Respond to of 42804

Here's Gruntal & Co's response to the bounce: This is just a synopsis and I'm retyping, so excuse any mistakes... FAX FLASH- For Immediate distribution MRVC Communication, Inc....IS THIS A DEADCAT BOUNCE OR IS THERE MORE TO IT? REITERATE HOLD RATING Price:$8.59 12month target: NA INVESTMENT SUMMARY On April 12, MRVC was up 36% on heavy volume. We believe there are two reasons for this increased activity. the first reason is the recently introduced OSR8000 Linux switch router that, besides being among the first products in the industry to leverage the linux operating system, is getting tremendous press in the leading trade journals and has the Linux chat community buzzing. This product is expected to ship in Q3. We have alwasys stated that bleeding-edge (their mispelling, not mine! <G>) is one of MRV's core strengths, and the Linux switch router is another feather in its cap. However, technology alone will not suffice and the challenge facing the company is to crack open the large enterprise/carrier-class market, either directly or via strategic partners, in order to resume historical growth rates. The second reason has to do with the traditional run-up in the stock price prior to earnins releases; firt-quarter results are expected following the close of the market on april 26. there has been a consistent patern of the stock gaining in the days leading up to the earnings release and selling off immediately afterward, irrespective of whether the EPS are good or bad. We expect this Q to be another period of transition before the company returns to profitability. the mind-boggling valuation given to Extreme networks shares folloing the company's recent IPO has us wondering whither MRVC will get its day in the sun as well. we continue to believe that MRVC shares are inexpensive, but we also believ that the shares are likely to be stuck in a trading range until business momentum is restored.