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: Sam who wrote (325)	10/8/1996 11:46:00 PM
From: Lucas Hsu	of 42804

Sam, You wrote: >You seem to have more than a passing interest in MRVC. I am curious >what that may be. Yes, I am very interested in MRVC as an investment. >Do you own shares of MRVC? Yes, although I liquidated 80% of my holdings at $27 1/2 after MRVC stalled following 3Com's earnings report. I know you guys disagree with me on this, but I suspect a major culprit (justifiable, or otherwise) is 3Com's comment that it overtook Intel in the FE sector. >Are you shorting MRVC? No. (see above) >What exactally is your attraction to this stock? As I said, as an investment. But I am in the process of re-evaluating the fundamentals .... and speaking for myself, visibility for MRVC has gotten a little foggier of late. >Do not get me wrong. I have appreciated your comments. Thank you. I have learned a lot from you guys too. >I am not calling you a short, however I am interested in your >motives. Hope the above clarify things. >If you are leaning to the side of MRVC not meeting earnings >estimates, and I have made myself clear that I believe they will >meet or surpass the estimates. Ah, but whose estimate? No major WS firm covers MRVC. I doubt the regionals that cover it counts for much. So I have to resort to my own estimate--I want to see MRVC do sales of $23.5M and eps of $0.13. This would represent a Q-to-Q growth rate of about 20%. Comments? >Lets put a small friendly wager on the outcome. I would be more >than willing to wager a round of golf at our favorite courses, or >even a dinner. It will make the success of one of us that much >better. If you do not wish to respond in here please feel free to >E-mail me at........noggin@psnw.com or Noggin44@aol.com Sounds like a grand idea...as long as its a friendly round :) Cheers, Lucas

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