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Technology Stocks : Juniper Networks - JNPR
JNPR 39.950.0%Jul 2 5:00 PM EST

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To: The Phoenix who wrote (1609)9/15/2000 8:54:19 PM
From: Sector Investor  Read Replies (1) of 3350
 
Gary, In October MRVC will be 30 points higher.

LMNE IPO will be trading then and MRVC will be holding 92%. Even at the pre-IPO valuation of $13-$15, LMNE is over $2 billion, and it isn't going to stay there. They will have over $200 million in revenues next year (over $120 expected this year). Check the comparative valuation of the parent MRVC (about $3.6 billion). And MRVC will distrubute LMNE shares to MRVC shareholders at some future date.

By then also, the S1 for the second IPO, Optical Access (competitor for Terabeam) will be out also. MRVC has 5 IPOs coming before the end of 2001 (about 3 months apart or so), and a total of 12 (so far) planned.

This admitedly bullish article contains more details.

Message 14391101

Are you sure you want to wait?
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