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

To: Wes Stevens who wrote (27348)	11/6/2000 9:24:40 PM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<The only reason I am cautious is that the market seems to be a lot less receptive to high p/e's these days. >> My concern is whether CSCO takes the market up or down. Yes CSCO's P/E is high. MRVC's P/E the past year though is so clouded up by multiple acquisition costs and the charges for exiting of the switching market, etc that various sites show different information - a real nice handle for shorts to grab. That can't be helped. Either people are perceptive enough to look deeper than that, or they aren't. The real story here is 12+ pretty IPOs all in a row, at least one per quarter as far as the eye can see (or at least a year <g>). Q4 ---- LMNE Q4-Q1 - OPXS Q1-Q2 - Zaffire, and/or iTouch Q2-Q3 - CWNT Q3-Q4?- HC and Zuma, Red-C and the others become clear as we move forward.