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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: im a survivor who wrote (33038)6/10/2001 3:11:26 PM
From: Greg h2o  Read Replies (1) of 42804
 
Keith, in response to your Kraft ipo question, i'd have to say it completely depends on your investment objectives. i am putting in for an allocation of the ipo, as it meets about 2/3 of my clients' objectives. it's a defensive stock, priced 11% below its group's EBITDA. they have a #1 position in 23 of 25 of their leading brands and have picked up market share every year. they generate massive amounts of cash flow. the only thing i dislike about the company is they'll still be 80% owned by MO. i'm not big on helping the tobacco companies, but that's a personal choice....

i think it'll be a hot deal, as every indication i have recieved has said it will.... every large cap stock fund out there wants their hands on it. so, it should get a $3-5 pop out of the ipo.... of course, that's yet to be seen....
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