Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jack Colton who wrote (36162)	10/8/2001 8:28:58 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

<<Maybe some good news exists somewhere for the reasoning behind that exchange ratio. >> Well, from a percent of revenue perspective, the highest LMNE ever got to MRVC total revenue was about 45%. If you factor in the last year (haven't run the numbers yet), they grew faster than MRVC in the first half and slower than MRVC in Q2 and probably Q3. Why do people think the ratio should be higher? I figured they might offer a premium and go 0.5, but 0.43 seems reasonable to me.