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

To: Greg h2o who wrote (42143)	7/26/2004 11:42:43 AM
From: Dee Jay	Read Replies (1) \| Respond to of 42804

"It's a Prime Time for Tech Turnarounds" (one man's opinion - see page 3 for the MRV comment): By Robert Marcin RealMoney.com Contributor "...MRV Communications (MRVC:Nasdaq - commentary - research) has been unprofitable for so long, who knows what the stock will do when the company achieves GAAP profitability in 2005. The company is a leading manufacturer of optical systems and components and should benefit handsomely if and when the major telcos ever build out their FTTP (fiber to the premises) systems. The telcos have no choice but to replace their twisted pair "pipe" for an optical one or face complete obsolescence by the cable companies. At current prices, the shares trade for 70% enterprise value to 2005 estimated revenue. Most of their competitors trade for multiples of 2 to 5." Dee Jay