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

To: Sector Investor who wrote (11245)	11/16/1998 10:19:00 AM
From: signist	Read Replies (1) \| Respond to of 42804

Does anyone know what percentage of Sales MRV is getting from the Internet? Intel gets a ton... Cisco, also. Just curious. John

To: Sector Investor who wrote (11245)	11/18/1998 5:02:00 AM
From: Marty Lee	Read Replies (1) \| Respond to of 42804

Sector Investor... You're right on the money about the anal-ysts.. They were predicting a 40% EPS increase as of July '98.. Now their collective consensus is a -4% EPS decrease.. Makes ya want to go BAAAAAAAAAAAAAAAAAaaa. MRVC's annual growth rate is 84%. Its earnings stability is solid. Cash flow, which is all-important, is healthy. It's P/E is only 8! I'd say we have here a company that's undervalued and due to have an "earnings surprise" for the anal-ysts. This "dog" has taken an undue beating. It might only take couple of gut-less wonders from Vector Securities, Prudential, Goldman Sachs, or whomever to give the company another of their "flavor of the month" accolades. Ciao, Marty