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

To: taLuis who wrote (10566)	8/31/1998 5:14:00 PM
From: signist	Respond to of 42804

Could anyone that listened to the CC today point out anything positive that was said or did I miss something? John

To: taLuis who wrote (10566)	8/31/1998 5:20:00 PM
From: ItsAllCyclical	Respond to of 42804

Luis, yahoo.com has mrvc's book around 6.25 and cash around 5.5. Different sites have different numbers. A lot depends on how much mrvc will earn this quarter. As long as it's still positive I don't see this company staying below 6 very long. 5 1/2 to 6 1/2 is a pretty good % gain if you buy enough shares. I'm not buying on margin, but I am buying whenever I can below 6.

To: taLuis who wrote (10566)	8/31/1998 5:23:00 PM
From: Grommit	Respond to of 42804

net tangible book value and cash per share: Message 5625673 ...... I am trying to think of worst case... They will make .12 EPS this qtr and .15 next qtr according to BEST. This quarter has europe shutdown and a poor september shipment rate from europe, if anything. So is this qtr, with "no europe" the worst case for a qtr? All future qtrs will have european sales (if no meltdown) and new products. Revenue growth has been great with this company, but EPS is not looking good with 1997/1998/1999e pretty level. How do you value a no growth earnings company with decent technology and selling in a high growth market segment? BEST has .90 next year, but everyone is flying blind. I would love to see .90 next year. I'd settle for a price in the teens next year.