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

To: Sector Investor who wrote (12897)	4/23/1999 11:52:00 PM
From: WebDrone	Respond to of 42804

Sector, great post! I agree that earnings are not going to drive the stock price short term. IMO, MRVC now trades on it's promise for the future prospects in the "big stuff." SGA and R&D up, but I hope the company continues it's trend to nibble away at inventory and DSO. Why re-inventing themselves, tidy up a bit. I would also like to see an increase in domestic sales. Can the Xyplex sales guys pull their weight? Now they have products to sell! All in all, I've got that ol' 10Q excitement starting to build up. What has it come to when I look forward to reading financial statements? WebDrone (this really is exciting! REAL news Monday night!)

To: Sector Investor who wrote (12897)	4/24/1999 12:40:00 AM
From: James Calladine	Respond to of 42804

Nice comprehensive review, Sector. Thanks. Best wishes, Jim

To: Sector Investor who wrote (12897)	4/24/1999 2:19:00 AM
From: akmike	Read Replies (1) \| Respond to of 42804

Sector-another excellent post! Fibredriver was 2,000,000 last Q, what is good growth this Q?I'd like to see more than 10m. The main thing about NAC is the right to buy up to 60% for another couple of million,the timing is window dressing IMO. 60% of a start-up for about 3m that would probably capitalize at 600-700m in an ipo isn't small potatoes for our little company! What I am hoping for to ignite this potential rocket in the near term is the promised alliance. A validation of the technology's economic value by Siemens or Intel or whoever would be impossible for the street to ignore. Best regards. Mike

To: Sector Investor who wrote (12897)	4/25/1999 6:13:00 PM
From: Greg h2o	Respond to of 42804

Sector, i'm at home and don't have access to any info... have they, in the past, expensed acuqisition of shares by warrant conversion in the purchase of New Access shares??? i have a little accounting background, and i would think they would just be adding to one side of the balance sheet and taking away from the other (cash). greg