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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: delmarbill who wrote (27383)11/7/2000 10:27:39 AM
From: Wes Stevens  Read Replies (1) of 42804
 
Bill not bland, just realistic. There are many reasons that they cannot continue to grow at that rate for the next three years - they cannot ramp up manufacturing that fast, they for sure cannot add enough field staff to sell and support that kind of number. Also the same optical networking companies that this thread is so in love with will start stealing their business at the core and there are a number of routing companies that are starting to steal away business at the edges.

Don't get me wrong I love CSCO. They are a well run company and make good products. I also make my living on their gear so I have a vested interest in them from that stand point. I just think they are over priced here.
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