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

To: J. Conley who wrote (13651)	5/21/1999 9:14:00 PM
From: rascalbythesea	Read Replies (1) \| Respond to of 42804

Conley...it's good to see someone post the negatives without an ulterior motive. I agree with several of your points....Lack of visibility of earnings....lack of analyst coverage. On the other hand....sales have not stopped growing, as a matter of fact they are growing substantially....new products of leading edge nature are starting to become visible....sales heading in a new direction towards CLECs and RBOCs....sales to Asia starting to appear. Insider buying, while it would be welcome and show much more confidence in MRVC by the principals, is not really necessary because of the large position already held by the insiders. They have much to gain and much to lose. Whatever grey area they lived in in the past seems to be behind them now. IMO,Noam has been upfront from the time of the warning last August. And it looks like they are about to deliver. The excitement is returning to MRVC. Benny