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: WBendus who wrote (4267)	7/18/1997 7:58:00 AM
From: Sector Investor	of 42804

<<James, Your guess is as good as mine. I would tend to think that .20 cents is reasonable. If Noam was not bluffing back in March?, when he indicated that things were going fine for the company in Europe and Japan, and things have continued to do fine, then there might even be a fair chance of beating 20 cents. I would have to think though, as many others on this thread have said, that the secondary offering would not have been announced ahead of a disappointing quarter.>> I think I would be "shocked" and disapointed if earnings come in at "ONLY" .20. Last qtr was .18 and prev qtr was .16 (before revised down to .08 when the qtr was restated a few months ago). This would indicate a slowing down of growth, when the signs are growth is holding or even accellerating (yes, with GE in full production and IP switch in this qtr, it could accellerate). My guess is .22-.23 on revs of 43M or higher. A point I haven't seen mentioned is that the downward restatement of earnings for last Q3 and Q4 (due to Fibronics acquisition) is going to make the comparison with THIS Q3 and Q4 look even more awesome, year to year. Comments?

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