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: jay silberman who wrote (149)	9/2/1996 9:17:00 PM
From: Dan Spillane	of 42804

Oh boy...Jay, I'm inclined to say the 320% growth is in all switched Ethernet, even though the news item doesn't specify. You must take the text in the most literal sense, meaning that figure is inclusive of both 10 and 100 MB networking. If you assume the above, you must note that growth in fast ethernet is at a much higher clip than standard 10MB; the reason for this is many companies are refitting existing ethernet networks with Fast Ethernet switches...as they often work with existing cabling. And Fast Ethernet is MRVCs speciality. Anyone want to guess what the growth rate for Fast Ethernet alone is, without 10MB factored in? ...500%? 1000%? ...this stock is way undervalued. Why do you think Noam is confident about a blowout in the next earnings report? Dan

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