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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: Sector Investor who wrote (6543)12/21/1997 12:10:00 AM
From: Cymeed  Read Replies (4) of 42804
 
Hello, Sector. At your invitation, I am here from the Depo Thread. Hope many of us never went to Depo. But, any way, like you said, we thought we did our study, the result is just unexpected. Life has to go on, and we have to keep seeking for winners in the future.

I am interested in MRVC. To begin with, I have a few questions.

1). What are the reasons of its recent drop since October ? Correction ? Warnings from peer group (COMS, BAY, etc) ? Impact of more shares issued ? Or if there is something more fundamentally alarming ?

2). Their sequential growth rate on a quarter to quarter basis seems slowing down, is this a factor in the share price ? What kind of revenue growth are we expecting in Q4 97 and year 98 ?

3). What make MRVC customers to buy from MRVC, instead of CSCO ?

I know there may be answers to my question already on this thread. But it's extremely hard to sought through 5,000 posts. I'd appreciate if you could describe some main points here.

Thanks,
Cymeed
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