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


To: candleLight who wrote (20006)4/3/2000 10:10:00 PM
From: WebDrone  Read Replies (1) | Respond to of 42804
 
GIVE ME YOUR BRAINPOWER!

OK, so if this keeps up, it'll get ugly. Great. Anyone think that bandwidth is not gold in the y2k and beyond?

Here is my proposition- let's make a list of the most likely prospects in this sector. Then let's try to rank them based on potential. How? Boring statistics, like price to sales, and by intangibles. It's worth a crack.

Step 1: HERE IS MY LIST OF POTENTIAL CANDIDATES- based on no fuggin' reason. PLEASE NOMINATE ANYONE I FORGOT. If this gets out of hand, we may need to start a new thread... but it's better to work than to worry.

AFCI ANDW BLS BRCM CCRD CIEN COMS CS
CSCO DIGL ECIL ELON EXTR FIBR GALT IBM
JNPR LARS LNOP LU MADGF MFNX MMCN MRVC
NEON NN NOK NT RBAK SNC

OK, who else?
And, what metrics should we use for the hard number portion of the calculation?

WebDrone
Dry powder, lead balls*, and a crate of number 10 percussion caps.

(hey- I'm saving up for brass ones.)

Web
since 1997



To: candleLight who wrote (20006)4/3/2000 10:21:00 PM
From: candleLight  Read Replies (1) | Respond to of 42804
 
Out of curiosity I compared the following optical networkers with market cap on Yahoo's.

Company Market Cap ($B)
MRVC 1.999
SDLI 12.8
FDRY 13.6
PMCS 23.6
SCMR 24.7
JNPR 36.4
JDSU 79.5

You know when they (insane MMs) do killings, they don't care if you are young or old.