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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: Roger Brown who wrote (555)11/4/1996 11:59:00 AM
From: Young D.T. Nguyen   of 42804
 
Roger,

If you check my earlier post #416, current rev and eps are in line with
a 20% QTQ growth, or 107% annualized growth, using 3/95 as the starting
point. However, some recent quarters were exceptionally strong - which raised
the bar even higher for MRVC now.

I am disappointed in current reports and the shorterm. I thought revenue and
operating/net margin would be significantly higher - as hinted by Noam Lotan
in the last reports. Apparently sales and margin from MegaSwitch II were not
nearly as good as expected by MRVC management.

Sure explain why MRVC hasn't taken off before earnings and there were major
selling into rallies, some people knew ahead of time.

Longterm, still a great opportunity, IMO.
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