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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: akmike who wrote (19150)2/23/2000 12:47:00 AM
From: pat mudge  Read Replies (2) of 42804
 
Looking at what was said on CC:

Total revs. 73.9 vs $ 71.2 Q3. 74.9 year ago. 24.8% opt , 75.2 data networking. Marconi 14% in Q4. Optical access products. Anticipate y/y will see similar growth as past.

How do the OA numbers compare to other quarters? Is the percentage of total revenues increasing? And how much of the 75.2 in data networking will get the guillotine when they exit enterprise LAN products? Will OA make up the difference?

The Street forgives one-time charges for acquisitions --- and to a certain extent for changing products --- but they have no patience with a slow-down in earnings. In other words, they want companies to spend money to grow but they insist on top-line improvement in the process.

I suspect it's going to take a few days/weeks to sort this one out.

Pat
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