Just reviewing some of the stats on MFNX.
From Yahoo's profile page, MFNX has a book value of $5, roughly.
Based on trailing 12 month income, and available equity, MFNX can stay in business for another 12-15 months. Assuming cost savings over that period, they are capable of being in business for another 2 years. Either way, it's more than enough time to get the ship sailing smoothly. And deals are coming in.
I read the review of Bandwidth usage. It is basically true, that most of the urban bandwidth is tight. The question is, how much of the unused, less heavily urban, bandwidth is MFNX? From what I can tell, not alot. MFNX has been primarily building in high usage corridors such as SF, NYC, Boston, and DC.
I'm not posting this as hype...it's purely informational. If I have any bad info, or somebody wants to take a tilt at it....feel free.
But overall, I'd say MFNX is still fairly healthy in a very unhealthy overall market and industry. |
