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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST

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To: delmarbill who wrote (18972)2/20/2000 4:33:00 PM
From: Sector Investor   of 42804
 
<<But what products are making OA the star - any standouts, like the new tranceivers announced 11/16/99?>>

The Triplexer produced 45% of OA revenue last quarter - and over 10% of all revenue. The BLS-Marconi push is what is leading to this fast growth. BLS recently said they were "redoubling" their efforts in this area, so OA revenues should continue spurting. The new products will also add revenue of course.

Re: capacity, they said they have capacity to support a $200 million revenue run rate. Then add in OA-Asia hopefully in the near future.
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