<<My opinion is based on Sector Investor's analysis and of course we need more bandwidth.>>
I'm uncomfortable with that. I have always encouraged the thread to not only do your own DD, but to try to do some joint DD in certain key areas.
Everyone here should form their own opinions based on the total weight of their analysis and input.
Do I think MRVC's prospects are much stronger than a year ago? Yes.
However, it is EXECUTION that turns prospects into reality.
The specific prospect in question is success in the carrier market. They have no proven track record there.
Does that mean they can't succeed? No, just the opposite, IF THEY EXECUTE, they can be more successful than ever.
Will they? It all boils down to whether their carrier sales and marketing strategy is effective. The products also need to be well above average - and they are.
Now, by execution, contrary to roktar, I am NOT referring to Q2, 1999 (or whatever the current qtr is when he mentions the term) and inventory levels, DSOs or even to some extent to GMs. I am referring to the past few quarters of carrier marketing strategy and the next 6 quarters AFTER that. This is all behind the scenes stuff.
Little hints here and there sound encouraging, but I wish we really knew that their new products were already in BETA in multiple places, as this would put me fully at ease.
Whatever they do in Q2 is not any more important than in the past.
To me, I don't care - as long as the CC is positive. They have heavy financial committments this quarter, and their new products are not yet shipping. What matters is what they say about the carrier market prospects. |
