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

To: Condor who wrote (27344)	11/6/2000 7:55:03 PM
From: Sector Investor	Respond to of 42804

Interesting stats on CSCO from the Gilder thread Message 14740263 Terrible growth <g> and it's only three years not four. and then they raised full year guidance too. Yup, they didn't do us any favors.

To: Condor who wrote (27344)	11/6/2000 8:00:31 PM
From: Wes Stevens	Read Replies (3) \| Respond to of 42804

They gave the analysts plenty to be negative about if they want to be. Slow down with the clec's, receivables up and they dodged questions about vendor financing on the cc. They upped the numbers very slightly at the very end - just 2 cents on the year. Earnings numbers are easy to maneuver - it seemed like a safe way to try and avoid a selloff. Revenue estimates stayed the same 50 - 60 percent range. But the bottom line is the p/e is priced for 60% growth for a number of years to come and that is not very likely. They are just getting too big. They cannot continue to grow at 60% forever.