MRV Communications (MRVC) opinions? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

-0.1%

Aug 15 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric L. who wrote (9304)	7/3/1998 10:32:00 AM
From: Sector Investor	Read Replies (1) of 42804

Look at this excerpted paragraph from the Xylan article: "Now, at 28 3/4, Xylan is the only major networker trading at a multiple below its expected growth rate. That's why this $240 million company landed on our SmartMoney Bargain Growth Screen." Xylan 1998 earnings estimates (from Gruntal) are $0.73. At $28.75 that is a P/E of 38. MRVC 1998 estimates (from BEST) are $1.25. At $20.75 that is a P/E of 16.6 - less than 1/2 of Xylan's. Last 12 month's revenue: MRVC $191 million, XYLN $238 million. "Xylan's revenue has grown by an average of 200% over the past two years and, more importantly, its earnings are expected to rise by 39% over the next three to five years." Look at MRVC's revenue growth: Revenue in Millions Q195 $ 6.7 Q196 $15.5 Q197 $ 35.6 Q198 $ 60.8 Q295 $ 8.3 Q296 $19.6 Q297 $ 39.5 Q395 $11.1 Q396 $22.7 Q397 $ 42.0 Q495 $13.0 Q496 $31.0 Q497 $ 48.4 Total $39.1 Total $88.8 Total $165.5 MRVC's revenue growth the past two years (1995-1997) has grown by 323%! ((165.5-39.1)/.391). MRVC's projected 3-5 year growth rate by Gruntal is 40% (conservative).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next