SI
SI
discoversearch

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: Ronald D. Stange who wrote (7626)3/7/1998 10:57:00 PM
From: STU  Read Replies (3) | Respond to of 42804
 
Ron,

MRVC will earn in excess of $35MM in 1998 and $49MM in 1999.

I think most investors would be willing to wait, rather than trade out and be rewarded by a value at 30X $49MM.

A $1.5BB market cap would equal over $50/share. A buyer would need to pay this today to acquire the company. In 1999 the anty would be considerably higher as the company should be entering into a much stronger growth mode with Gig-Ether taking off like a rocket ship and XDSL implimentation being quite common.

Stu



To: Ronald D. Stange who wrote (7626)3/11/1998 1:28:00 AM
From: signist  Respond to of 42804
 
One major vendor of aggregating routers is Xyplex Networks

March 9, 1998
One major vendor of aggregating routers is Xyplex Networks of
Littleton, Mass. Its Access Point products let users create
resources and control their use and cost by providing additional
bandwidth based on demand, time of day, or load balancing.

Xyplex routers can control a number of different connection types:
T1, frame relay, and leased line. They can also manage
dial-on-demand connections to allow aggregation of
less-expensive services, such as ISDN and plain old telephone
service, where permanent connections are unnecessary.
techweb.cmp.com