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? -- Ignore unavailable to you. Want to Upgrade?


To: J. Conley who wrote (17296)12/6/1999 8:16:00 AM
From: Sector Investor  Read Replies (4) | Respond to of 42804
 
<<That said, I am still currently long MRVC, but have no idea what the long term prospects really are for this company.>>

I keep looking for the "weak sister" among the new products, perhaps design flaws, or mis-judgement of the needs of their respective marketplaces.

I don't see it. Does anyone else? Their product level moves appear VERY LIKELY to be successful - and they are all in HUGE future markets.

As I said before, it's their BUSINESS planning which I think needs more work.

If any ONE of their new products is a hit, MRVC will do well from an earnings perspective. But they are getting closer to selling now, and they ALL still look good to me. If they have multiple successes here, you will be amazed at their long term prospects.

Hold on to your skepticism for six more months.