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

To: steve berman who wrote (9221)	6/26/1998 9:11:00 AM
From: Jack Colton	Read Replies (1) \| Respond to of 42804

What happens if MRVC actually misses earnings one quarter or reports a slowing in revenues? Then we will have a tremendous buying opportunity. As the networking sector consolidates down to 4 main players, (as hyped by all of the media) MRVC will probably miss out being acquired by one of the "Big Four." Then it will stand on its own, going after niche markets, where it can dominate on technology and price. These will probably be some of the smaller to medium sized companies with a few big players. If the company wanted to become acquired, management would have put a better foot forward by now, and been more responsive to the Street. There are still ample opportunities out there for MRVC to capitalize on, and produce a 25% to 30% growth in earnings. IMO. jack