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: Mr. Pink who wrote (8881)6/2/1998 5:54:00 PM
From: Richard Birecki  Read Replies (2) | Respond to of 42804
 
Howdy Boys,

Haven't posted anything in awhile ... too busy ... anyways, just wanted to discuss a few points.

1) Schlomo buying- this is good. That man does not lose money on a regular basis, even if it is a piddly amopunt for him ($230,000)

2) The price of the stock. I can't figure it out, I mean, this company is trading at a PE of 20, and it is GROWING. Hell, there are Dow stocks trading at 40 times earnings with an 8% growth rate. Which ones are overvalued, which are under?

3) Name brand rep-- let's face it, this is huge. If Candlestick would have been named NBase Park, for only 500K I think 3Com payed the first year ... I think MRV could use a bit more marketing savvy.

4) In regards to name brand, having spoken to a few people who are way more into Networking than I am, NBase has a strong brand name in networking

5) How pretty will MRV be sitting when fiber starts going into homes? I think we should discuss this more at length.

That's all

Richard

Bo Outlaw is done for the season, and I seriously doubt he is practicing his free throws, but he is a better shooter than Shaq.



To: Mr. Pink who wrote (8881)6/2/1998 10:38:00 PM
From: ram yariv  Read Replies (2) | Respond to of 42804
 
LOst in the haystack,canot find the letter M or N, just wondering
super-comm.com