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

To: Sector Investor who wrote (12756)	4/14/1999 6:01:00 PM
From: Regis McConnell	Read Replies (1) \| Respond to of 42804

MetroEdge 2000, looks as if edge devices will be $45g per/pop... techweb.com Regis

To: Sector Investor who wrote (12756)	4/14/1999 6:13:00 PM
From: akmike	Respond to of 42804

Sector-I am skeptical that options expiration is more than a negligible factor; outstanding interest in the near (April + May) 7.5 calls is less than 120,000 shares and even less on the Puts. There was too much volume on Mon. and Tues. for this to be the main contributor. More likely scenario is that some heavy hitters have been monitoring the thread and decided to put your trading thesis to the test. <vbg> Best regards, Mike (keeping my fingers crossed for a good cc)

To: Sector Investor who wrote (12756)	4/14/1999 6:18:00 PM
From: Sector Investor	Respond to of 42804

In support of my Options driven activity theory look at the 15 minute chart on Quote.Com (need Java). You have to look tonight, as this changes onces tomorrow's trading begins. Set Time to 15 and set the lower left-hard corner options box to volume. The peak volume was all near the peak price, then stopped and the stock was allowed to drift down until just before close today, when someone gave it an extra push. quote.com Isn't this illegal?

To: Sector Investor who wrote (12756)	4/16/1999 8:20:00 PM
From: akmike	Read Replies (1) \| Respond to of 42804

Sector-3 out of 4 ain't bad and maybe I should give you all 4 since you are only off by 1/16, but I'm still skeptical that options trading was the primary mover. This was a very good week for secondary players in this industry and I don't think the options traders can get the credit. This is a very hot area of investment, the leading players have several years of prosperity discounted already in their price, and some are agreeing with you that in the short run there may be more business than the big 6 can handle. Others, like myself,can get very excited about the upside if MRV's product line is truly leading-edge and price-competitive. It should also be mentioned that MRV and some of the other secondary or tertiary participants have no element of success in their current price,thus significantly mitigating the downside. If you can convince a few fund managers of your thesis on the investment merits of MRV with your very excellent posts on the fundamentals we both will make money faster than if you persuade the world to your theory of option manipulation. Best regards, Mike