MRV Communications (MRVC) opinions? Message Board

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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: Renee Scherb who started this subject	6/28/2001 8:47:18 AM
From: kvkkc1	Read Replies (1) of 42804

According to CSFB, the "legacy" company, CS, is stealing the spinoff thunder from the likes of MRVC. INITIATING COVERAGE Cabletron Systems (CS, $19.38, BUY) Target (12 Months): $29 Initiating Coverage With Buy Rating And $29 Price Target We expect the impending spins of Cabletron's four subsidiaries to unlock the combined value of the four companies. This is reflected in our $29 price target. We believe that CS stock at these levels allows investors to participate in what has already been a successful restructuring story, not reflected in today's stock price. Enterasys hit the ground running after it was formed on March 1, 2000 and is currently growing faster than the overall market. Riverstone participates in one of the most exciting of today's next-generation technologies, and one of the few areas of growth, in the service provider market-metro Ethernet. We expect Cabletron to unlock the value of the other two subsidiaries, Aprisma and GNTS in the near future. Annual EPS 2/03E $0.72 2/02E $0.46 2/01A $0.09

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