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

To: signist who wrote (7156)	2/23/1998 7:40:00 PM
From: Jim Bautch	Read Replies (1) \| Respond to of 42804

Too all, As quoted from conference call "although Q1 is traditionally flat, the company is well positioned for healthy sequential gains again" in Q1 compared to Q4. this is a HUGE statement. They are basically saying that Q1 rev. will grow over Q4, and most likely more than 10% (healthy). I still say the stock price is grossly undervalued, regardless of the inventory issue (partly caused by NN and DEC cancellations). The type of business from NN and DEC and others is not MRVC's bread and butter (This is also quite encouraging). Can you say 32 quarters of sequential growth??? The only issue that I can see possibly holding it back is the short term affect of the acquisition (which I feel was a great long term move). The company, IMO, has put to rest the asian issue: Asia = 12% Europe = 43% US = 45% ? And they still beat estimates!!!!! Not to mention the new office in China that has "interesting prospects". Tico