SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robert G. Harrell who wrote (9925)8/11/1998 5:43:00 PM
From: Seth Leyton  Read Replies (2) of 42804
 
bob, from your post #9925, yes, it looks so. So sales were up only 8% from the quarter before. So, at that rate they will only grow revs at 40% over the next year. But you and I both know that they have always outperformed and they have always grown faster than that. I personally expect the company to completely outperform estimates and hit more like a 1.30 number next year, not the 1.23 that is estimated right now. I also believe that the 1.75 number for 1999 is totally under reality. I belive it will be more like 2.00. This stock has NO INSTITUTIONAL BUYERS. And that is why it will not go up. Plain and simple. I hope you don't think I was mean, or cruel or that I may have hurt your feelings. I find it funny that everyone finds it necessary to be so curteous on the web. Why can't this be a place where people come to let off steam and let management know that they're totally pissed us off and that they let the share price underperform it's potential. There need not be an intellectual conversation about every fact surrounding this or any other company. The Pinks of the world sight non-specifics, lie, plant the seeds of rumour amoung us and that's ok. Get a little ticked and tell the truth and all of a sudden you're an a-hole. Bob, answer me this...the company only grows at 40% next year and the one after that...that means revs and earnings almost double in two years. Does that warrant a 10 p/e??? Of course not. AND IT WILL DOUBLE AGAIN IN TWO YEARS. COUNT ON IT.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext