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

To: David Semoreson who wrote (13419)	5/13/1999 2:11:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 42804

dobr,i think the show wins don't mean much at this time to anyone but the techies. I think they've done a poor job of showing their involvement in internet hardware. If they had moved that part of the news to the forefront, we'd be in the 20's by now. Further, unless you know that nbase and areana, etc, are parts of mrvc (or you get happen to pull the news stories) you wonder who mrvc actually is. Gruntal already upgraded...this isn't widely followed. Pru would be the lone survivor who could add some momentum with an upgrade. Revisions of estimates will most likely only occur after a clear change in revenue and earnings has already taken place (afterall, these are ANALYSTS we're talking about <g>). As for why the internet stocks have gone nuts.... why did tulip bulbs go nuts? Oh, and not as an endorsement, but i'd say your oct 15's are probably a real good play. greg