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

To: cmg who wrote (13581)	5/19/1999 2:47:00 PM
From: Sector Investor	Respond to of 42804

As I said, how can the market react to an unannounced box? It is amazing that the specs are there publically for an unnanounced box at all - but only if you can find their website - and only if you look. It took me a while to find it - and I looked hard. But it may only have been in existance (the website) for a short time too. That leaves 99.9999% of the world out right now.

To: cmg who wrote (13581)	5/19/1999 3:14:00 PM
From: akmike	Read Replies (1) \| Respond to of 42804

cmg-MRV has the cash in the bank and cash operating revenues to fund R & D--They don't don't have to further dilute the ownership of Charlotte's Web or any other affiliate at this time. Take a hard look at the capitalization of Juniper when they go public and compare their 'market value" to what MRVC has on the books for about 60% of Charlotte's Web. I don't mean to imply that they are apples to apples, but there is a flip side to not having the Street's investment bankers in the palm of your hand (or vice-versa) and one of the pro's to shareholders is the ability to maximize returns to the current shareholders if the product cycle materializes as hoped. If we do have a killer product in Aranea then there will be a very big payday. Best regards, Mike