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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: JZGalt who wrote (10882)10/17/1998 8:18:00 PM
From: Bruce L  Read Replies (2) of 42804
 
<Sector, I don't mean to belittle your efforts, but this stock is currently roadkill. EPS estimates and actuals won't matter ...>

I strongly disagee. This company is now perceived as roadkill, but in the view of Sector Investor, and many others, it is anything but. The street now" expects ".12, but as some perceptive poster stated recently on this thread, if the street were even sure of the .12 number, this stock would be trading over $10. IF the company (1) not only makes its number, but (2) significantly overshoots and (3) has a positive CC, there WILL BE pyrotechnics.

You yourself recognize that the stock is underpriced for a company that is actually MAKING MONEY. Currently the book value of MRVC is $6.50. The market is treating this company as though it has gone out of business and the net value - after all assets have been sold and debts paid - has been distributed to stockholders. There are many,many small cap tech companies around that are losing money but are trading well over book. If the perception about MRVC changes, this will make a major difference. This is what Sector Investor was saying and I for one think it is a major contibution for which we all owe him thanks.

Bruce
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