SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: J. Conley who wrote (9203)6/24/1998 1:36:00 PM
From: Saul Feinberg Jr.  Read Replies (1) of 42804
 
Jack,

I wrote some messages comparing inventories between
Cisco, MRVC, Ascend, Xylan.

In terms of # of days of COGS, MRVC's is the worst.
They hold something like 113 days COGS. Xylan holds
like 60 days. Cisco is like 30 days.

Unfortunately, I do not have the breakdown of
Raw Materials, WIP, and Finished Goods.

I really think the inventories is the thing that is
killing MRVC's stock price. I believe, that even if
MRVC misses EPS estimates by a penny, and show drastic
improvement in inventories, the stock will rise.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News