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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: SJS who wrote (7821)3/23/1998 3:14:00 PM
From: Sector Investor  Read Replies (1) of 42804
 
MRVC is a quality company to hold long term. No question about that.
Xyplex acquisition will boost earnings going forward.

The problem is MRVC is not yet an accepted "leader" like CSCO, et al.
Every time one of the leaders hiccups (BAY, hopefully not COMS), the smaller companies get painted with the same brush.

Long term though, we win. Doubled earnings will double the price, and if we ever get a decent multiple we double again. I just hold a nice core and trade or sell calls on the rest.
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