MRV Communications (MRVC) opinions? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (2557)	3/18/1997 9:55:00 PM
From: Dan Spillane	of 42804

Significant comment... " Paul Johnson, an analyst at Robertson Stephens & Co. who has been critical of 3Com, said yesterday in a report that the company would make its quarterly numbers. Johnson is forecasting earnings of 46 cents on revenue of $788 million. Benhamou (3Com CEO) said that some large companies were suffering from "technology indigestion." Corporations were confronted by so many new technologies designed to link computers to networks that they hesitated before buying, he said. He mentioned the choice between ethernet and a faster version of the technology that lets PCs talk to each other." *** The "faster version" mentioned above is Fast Ethernet. The 3Com chairman seems to support my point made several times in this folder: 3Com profits were deeply tied to the "old" ethernet (10MB) and adapter cards. MRVC is almost a pure play on the migration to the newer "fast" ethernet (100MB) technology which is growing in the triple digits. Indeed, executives at 3Com have commented on a slowdown...executives at MRVC have stated they don't see any slowdown. The MRVC story is apparently intact. The stock price isn't. Dan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next