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

To: Allen Scher who wrote (7999)	4/1/1998 1:19:00 AM
From: Saul Feinberg Jr.	Read Replies (2) \| Respond to of 42804

I agree. Looking at the profit margins of the networking companies. Cisco's is 22.6 and MRV's is around 14+. But Bay and COMS are even way lower. INTC's is 26+. Regarding your Revenue per employee, I think CISCO's is something like $680,000 per employee, and MRV's is $480,000 per employee. But factoring the expected 50% jump in revenues this year, and slightly offset by the increased work force. I can only imagine that MRV's Revenue per Employee will be much higher after this year. Besides, there is room for more than one networker. And while Cisco's numbers are better than MRV, MRV by far is much better than the Bays, Cabletron etcetera. Given the current market valuations, MRV is a better value. Cabletron's market cap is 2.0+ Billion, and MRV is only 620 million. One of these companies is wrongly valued, I think.