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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: wang who wrote (117)8/18/1996 11:53:00 PM
From: Garpy   of 42804
 
It is ridiculous to compare MRVC to the semi-conductor stocks last year. The semi's were crushed when there was oversupply of memory ships as a consequence lower prices. But MRVC is the PRICE leader and can make the switches with HIGHER margins than the competition.

Your innuendo about MRVC's growth slowing down is in my opinion wrong.
Of course you have a right to your own thoughts, but many of us know that is coming 3rd quarter will be the first FULL quarter where MRVC has been selling OEM to Intel and possibly Fujistu. Of course growth is going to be there.
To add to my point, even Cisco the networking bemoth (while MRVC is the fast growing gazelle) has beaten estimates the past few quarters HANDILY. Growth slowing down? Demand going down? I don't think so. Corporations and people are screaming for faster switches.

I don't know about your furniture or financial stocks, but both of those industries have historically LOW P/E ratios, UNDER 10 is sometime considered NORMAL. One can say MRVC's P/E ratio is to high, if one takes in account the future hot growth of 50-110% annually, the great products, the proven management, and a proven track record of growing over 100% each of the past 5-6 years.
The value is there. :)

Tae Kim

P.S. We all know how market for network switches and fiber optics will grow tremendously in the next few years. B Wang you come along and show that your two VALUE companies grow 30-35% in ONE quarter. How do we know this will continue for your companies? Furniture? Leasing? Compared to the market for fiber optics and networking?
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