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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: Jim Bautch who wrote (7539)3/3/1998 1:29:00 PM
From: Richard Birecki  Read Replies (1) of 42804
 
Hell, MRV is at 22 5/8.

Not much over yesterday, ESPECIALLY considering the volume.

This inventory problem seems to be bugging the street. I think Schlomo and Co. have proven that they get results. Maybe not Ascvend lkike, but they do DAMN good.

Positives:
Aquisition target
VERY Cheap based on predicted earnings and growth
Historical quarterly growth
Great etchnology

Negatives:
Questionable sudden increase in inventory and receivables
Goliath moving in on territory?
Something we don't know about???

By the way, just so you guys know, the boiys over at MRV refer to us as cheerleaders. It makes for entertaining reading for them a lot of the time.

If it dips below 22 I'm buying more.

Richard
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