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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?


To: Sector Investor who wrote (18944)2/19/2000 9:08:00 AM
From: James Calladine  Read Replies (1) | Respond to of 42804
 
SECTOR:

Nice predictions! You certainly get my vote for Thread
Visionary, to say nothing of "Milker of Long Term and Short Term Gains"!

What about trying your hand at Tuesday's results:

-- EPS?
-- Sales increase %
-- Order backlog increase?
-- Leadership of IPO spinoffs?
-- Tangible news of IPO spinoffs?
-- Their order out the door?
-- Exciting news about their features/functions/benefits?
-- How they will revolutionize world networking?
-- The combined estimated target value to be realized by a
single MRVC share?
-- The strategic partnerships they might form?

My own simple set of predictions is:

-- earnings more or less as predicted
-- sales increases same
-- not much news about order backlogs
-- news of ONE IPO being staffed with leadership
-- some indication of when it might surface as an IPO
-- at least one positive sign about MRVC's progress as
a marketer of its products
-- at least one positive sign that MRVC is learning from
its investment advisors
-- in total, enough to convince almost any rational person
that this is a genuine WINNER (and soon) & not a house of smoke and mirrors!

You can see that I really don't want that much!

I am grateful to MRVC management for getting us to this
point, and want to see us ENROUTE, for real, in the next steps.

Other opinions on these matters?

Best wishes,
Jim



To: Sector Investor who wrote (18944)2/19/2000 11:36:00 AM
From: Greg h2o  Read Replies (2) | Respond to of 42804
 
did anyone follow the barron's article link to the rest of Driehaus' stock picks? nothing like being picked along side China.com! <g>
oh, and isn't it wonderful they are finding all this value now that the stock is up about 1500%! <VBG>