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

To: peacelover who wrote (9207)	6/25/1998 8:59:00 AM
From: Jack Colton	Read Replies (1) \| Respond to of 42804

Do not worry peacelover, I'm betting things are getting ready to take off here very soon. At this point, we can expect at least a 30% annualized return. Buy on the dips. I look for quite a bit more than 30% myself - but I do a fair amount of trading. IMO, MRVC is a much safer bet than some of the bigger boys right now. They have no intention of being acquired, and if someone does make a play for them, they appear to be putting into place a financial architecture that would net a pretty premium for the shareholders of record. We are about to go into the long hot summer of '98, where new events of excessive heat will dominate the headlines, causing a mild slowdown in the networking business - while everyone is on vacation. But, when September rolls around, those of us who have established firm financial bases (in undervalued companies like MRVC) should be well rewarded. CISCO has been charging a premium for years, and the fortune 100 companies do not care, because of the high costs associated with a network outage. (but the integrators are lucky to make 10% on CSCO deals because of competitive pressures) But the smaller to mid tier is much more price conscience... and network integrators can make twice the margin selling MRVC as they can selling CSCO. If the inventory is cleared up, then MRVC will really start to shine in wall street's view. jack