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

To: Sector Investor who wrote (13761)	6/2/1999 2:27:00 PM
From: Bruce L	Read Replies (1) \| Respond to of 42804

Re: Hovering right at support MRVC is bid 10 3/4 to 10 13/16. I think that if 10 3/4 fails today, we are going significantly lower. Unfortunately. I'm hoping for a bounce.

To: Sector Investor who wrote (13761)	6/2/1999 4:24:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 42804

Sector: Its good to see we held above $11. If we hit $10.5 it would have meant a technical (underlying fundamental) problem. I'm assuming were seeing normal pullback plus the impact of the poor China relations in the stock price. This will go on for a while. I'd expect the Republicans to beat this horse for as long as they can (and I'm republican <g>). The politicans in Washington just don't have a clue sometimes on the real business world. Have a good one. Tim edit: and here is the supercomp site supercomm99.com

To: Sector Investor who wrote (13761)	6/3/1999 10:31:00 AM
From: JZGalt	Read Replies (1) \| Respond to of 42804

His book is really sleep inducing. Quick summary is that "in place" industries are subject to technology disruptions from fringe areas where the margins and the markets are relative small compared to large companies existing products. Uses extensive research from disk drive industry. The reason smaller companies can exploit this weakness is they have little or no product for sale and they aren't suicidal enough to go up against the Gorilla's of the industry. The successful small companies find a niche not being served or a technology passed over by middle management of the Gorilla. Once technology is developed and sold into the niche market (which is willing to pay a premium for the unique nature of the product) it becomes more mainstream and the Gorilla can't react fast enough to gain market share from the upstart company. Duh! Christensen has big fans in Andy Grove and George Gilder. Go to the local bookstore and read the valuable areas in about 1/2 hour. Highlighted in Forbes back a month or so. Book of month at confirmatoryanalysis.com