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


To: David Semoreson who wrote (9578)7/27/1998 5:42:00 PM
From: SJS  Read Replies (1) | Respond to of 42804
 
Dave, Here's the link again for the BEAR analysis.

exchange2000.com

They use the term "inventory turns"as being reduced. Is that the same as Inventory level, or is it DSO?



To: David Semoreson who wrote (9578)7/27/1998 5:46:00 PM
From: SpecialK  Respond to of 42804
 
CC just finished.

growth is on track, Q4 will be especially strong, with Edgeblaster providing meaningful revenues. XYplex is merged into the company. They have not lost any sales force, they let one person go.
They have no plans to do a buyback.

They are confident and knoledgeable, but not too exciting to listen too. At $20, I would think it's a no-brainer, at least $25 by next quarter.

Good luck longs and hope the shorts start covering(they wouldn't want to lose their shorts, pull up and tighten your belts, otherwise we'll come and embarass you.)

Ketan