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: Lisa A. Grabenbauer who wrote (8219)	4/17/1998 2:33:00 PM
From: JZGalt	Respond to of 42804

Lisa, we can't figure it out either. <grin> Maybe LU should buy them.

To: Lisa A. Grabenbauer who wrote (8219)	4/17/1998 4:21:00 PM
From: michael modeme	Read Replies (1) \| Respond to of 42804

In regards to MRVC's growth, well over the past year we've had revenue growth of 38% and earnings growth of over 100%, over a longer period of time MRVC's revenue growth has been around 100-150% annualized. And First Call has the estimates over the next two years at a constant 40% per year. One important note is that there is significant variance in the estimates for future growth, so I'd say future growth is somewhere between 20-70% in both earnings and revenues. Cheers

To: Lisa A. Grabenbauer who wrote (8219)	4/17/1998 7:56:00 PM
From: J. Conley	Read Replies (3) \| Respond to of 42804

Lisa, In addition to what Sector posted re 1997, the three year EPS Growth Rate, per Thomson Financial, is 89.17%, and the 3 year Revenue Growth Rate is 111.47%. The 3 year Total Return, 398.85%. Someone posted that there was a great variance in the estimates going forward. Zacks has 1.20 to 1.25 (4) for '98, and 1.71 to 1.75 (3) for '99. Maybe the poster has a different source, but I do not see what the poster saw, at least in the numbers reported by Zacks. And for whatever it may be worth, the 5 yr. projections are for 40%. I believe that the company stated, in its cc for the 4q, (which was well into the present q) that it was comfortable with the '98 estimates. Sector, anyone, can you clarify (verify)what the company said. If you are using p/e to projected growth as a measure, this company is well below market multiples. jc