Howdy Boys,
Haven't posted anything in awhile ... too busy ... anyways, just wanted to discuss a few points.
1) Schlomo buying- this is good. That man does not lose money on a regular basis, even if it is a piddly amopunt for him ($230,000)
2) The price of the stock. I can't figure it out, I mean, this company is trading at a PE of 20, and it is GROWING. Hell, there are Dow stocks trading at 40 times earnings with an 8% growth rate. Which ones are overvalued, which are under?
3) Name brand rep-- let's face it, this is huge. If Candlestick would have been named NBase Park, for only 500K I think 3Com payed the first year ... I think MRV could use a bit more marketing savvy.
4) In regards to name brand, having spoken to a few people who are way more into Networking than I am, NBase has a strong brand name in networking
5) How pretty will MRV be sitting when fiber starts going into homes? I think we should discuss this more at length.
That's all
Richard
Bo Outlaw is done for the season, and I seriously doubt he is practicing his free throws, but he is a better shooter than Shaq. |
