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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: Greg h2o who wrote (22431)7/26/2000 1:54:38 PM
From: coachbobknight  Read Replies (3) of 42804
 
greg and the rest of the thread...not hyping a stock but you guys and gals should take a look at cymer(cymi)...

they are in a unique space and essentially have a monopoly...this Q's numbers(reported last night) have finally shown the type of gross margin expansion that the street had been waiting for...

i am adding today...though my position is already large...in both mrv and cymi

current pe is 18x 2001 estimates of 2.50...they will do at least 3.75 in my opinion and their long term growth rate is in the 35% range...they are cyclical to the semis which accounts for the ridiculously low pe...
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