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

To: Wes Stevens who wrote (27346)	11/6/2000 8:11:20 PM
From: Sector Investor	Read Replies (3) \| Respond to of 42804

<<They cannot continue to grow at 60% forever. >> Very, very true. But their earnings today, their track record, their raised guidance, all point to CSCO getting a pass to another quarter. Both sides will try to put "positive" or "negative" spins on this. But the market wants to run and I think the shorts have had their day. I think the market climbs the wall of worry and the bull makes it over the wall, and shorts will scramble in all directions to avoid getting "gored" <g>.

To: Wes Stevens who wrote (27346)	11/7/2000 1:22:48 PM
From: Carol M. Morse	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.<< I saw John Chambers on Moneyline and he said very clearly that while there was some slight slow down in the clec's, Cisco's financial exposure to them was limited because they follow a very conservative policy with loans to them (and other's they help finance). He also mentioned that they were not as exposed as some of the other providers doing this, and that this means Cisco is better positioned to take advantage of their competitor's problems. When asked about slowing growth in general he said that it presented Cisco with a lot of opportunities to get good technology at better prices. As a market leader, with a durable stock price, he said that down turns in their markets means that many companies are presenting themselves to Cisco for possible acquisition. So Cisco wins by getting to pick from the best companies (who might not have wanted to sell to Cisco 6 months ago), and at great prices. Gobble, gobble, CMM

To: Wes Stevens who wrote (27346)	11/7/2000 1:23:17 PM
From: Carol M. Morse	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.<< I saw John Chambers on Moneyline and he said very clearly that while there was some slight slow down in the clec's, Cisco's finacial exposure to them was limited because they follow a very conservative policy with loans to them (and other's they help finance). He also mentioned that they were not as exposed as some of the other providers doing this, and that this means Cisco is better positioned to take advantage of their competirors problems. When asked about slowing growth in general he said that it presented Cisco with a lot of opportunities to get good technology at better prices. As a market leader, with a durable stock price, he said that down turns in their markets means that many companies are presenting themselves to Cisco for possible acquistion. So Cisco wins by getting to pick from the best companies (who might not have wanted to sell to Cisco 6 months ago), and at great prices. Gobble, gobble, CMM