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


To: mahler_one who wrote (33498)6/19/2001 10:21:32 AM
From: James Calladine  Read Replies (1) | Respond to of 42804
 
M1

Well, of course, everybody knows that ONIS is in the metro space. It sells for 28 times sales versus MRVC at 1.4

So the option exists to buy ONIS now.

Or we can wait for MRVC to close the PERFORMANCE and PERCEPTION gaps.

Namaste!

Jim



To: mahler_one who wrote (33498)6/19/2001 10:47:56 AM
From: Greg h2o  Read Replies (1) | Respond to of 42804
 
heck, mahler, you and jim are both right. as has been voiced ad-nausea on this thread, mrv shareholders would be well-served by a management who would trumpet its strengths in the metro access arena. they had the opportunity at 2 separate conferences and "whiffed" at the first and "fouled-tipped" the second.

jim is correct about ONIS, et al.... if you decide to buy the ones currently recognized as metro access leaders, you're going to pay WAY up for them.