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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: Condor who wrote (27344)11/6/2000 8:00:31 PM
From: Wes Stevens  Read Replies (3) of 42804
 
They gave the analysts plenty to be negative about if they want to be. Slow down with the clec's, receivables up and they dodged questions about vendor financing on the cc. They upped the numbers very slightly at the very end - just 2 cents on the year. Earnings numbers are easy to maneuver - it seemed like a safe way to try and avoid a selloff. Revenue estimates stayed the same 50 - 60 percent range. But the bottom line is the p/e is priced for 60% growth for a number of years to come and that is not very likely. They are just getting too big. They cannot continue to grow at 60% forever.
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