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Technology Stocks : MMC Networks Inc (MMCN)
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To: Lewis M. Carroll who wrote (485)1/21/2000 12:41:00 PM
From: Thomas Haegin  Read Replies (1) of 507
 
Lewis, thanks for your notes on the LU acquisition. For better or for worse, I accumulated some more MMCN yesterday at 31 1/2.

I think at such a small market cap of around $1 bln now, MMCN has certainly room to grow. Also very roughly, revenue growth for 12/2001 should be about 50% vs. 12/2000. In the meantime MMCN has a strong balance sheet that should carry them through the present break-even phase easily.

While it's quite possible that I'm too early here newswise and visibility-wise, I'm prepared to wait it out. The key is design wins and boradening the customer base. Then the stock price will take care of itself. My experience is that 6 months is a reasonable period to anticipate when making decisions, and in 6 months, MMCN should have good business momentum going for them.

regards,
Thomas
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