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Strategies & Market Trends : Value Investing

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To: Steve168 who wrote (14130)	3/18/2002 10:30:50 PM
From: CF Rebel	Read Replies (1) of 78565

Steve168, MRVC, trading at just over $3, said to have book value of $7.52, cash $2.73. I've only begun to do DD but have found that the company did increase revenues sequentially last quarter and their fiber optic component division, Luminent, actually grew it's business 13% sequentially last quarter, something no one else in the sector can claim. Supposedly, they recently turned down an offer for Luminent that was a third again larger than MRVC's market cap. It looks like a potential leader if this strength is any indication. Burn rate is something I haven't gotten to yet. Check out the execs pay if you can (surprisingly low) and they recently cancelled planned stock sales. CF Rebel

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