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: Lucas Hsu who wrote (367)	10/11/1996 10:57:00 AM
From: Young D.T. Nguyen	of 42804

"My numbers for MRVC is still $23.5M revenues and $0.13 eps, as I posted earlier. If you can agree to these numbers I will be glad to take you up on the bet :)" Lucas, so you believe that MRVC will beat estimate (22.9/0.23 analyst est. vs. your 23.5/0.26 estimate). Then why the gloom and doom? Although I have quite a stake in MRVC, I am not even quite as optimistic as you are. But just assuming that MRVC will only meet estimates, the forward PE for 96 and 97 based on current price of 23.0 would be around 53 and 32, respectively with a growth rate around 100% and accelerating. A safe bet in a bull market, IMO. I have no idea how MRVC will do in 3Q or 4Q - but I am just quite sure that they will do very well in the long run. 3Q estimates seem reasonable based on past growth, market potential, and recent deals.

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