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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: TheDoc who wrote (19473)3/10/2000 11:22:00 PM
From: Bridge Player  Read Replies (1) of 42804
 
<< Anyone still think there is life after this 20 bagger? >>

Yes, I do. After the 2/1 I think running from 90 to over 100 is easy. After that, consider:

MRVC market cap will then be around 6 billion.
JDSU market cap is over 100 billion.
JDSU sales are roughly 5 times MRVC.
JDSU was not profitable in the most recent quarter.
None of our high-end, high-margined products have begun to ship yet.
There is NO new coverage yet from analysts.
No firm plans for the OA IPO have yet been announced.
Production capacity in Calif and from FOCI acquisition has been more than tripled.
No bottom line benefit has yet been realized from China trade mission, or from FOCI personnel and/or customer base.

Yes, I do. We may rest a week, a month, a quarter, but there is more to come. IMO, a lot more.

Still in. Still happy.

BP
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