MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Greg h2o who wrote (20084)	4/5/2000 5:44:00 PM
From: akmike	Read Replies (1) of 42804

I wouldn't quarrel with characterizing whoever gives us our first "large" order as "leading"-let us all hope that they are leading a long,long line of followers. One point to be made is that it won't take a lot of orders for the new higher-ticket items we are now selling to provide significant increases to gross profit to make up for the discontinued products. If we were to stay on the trend line the discontinued products would have represented about 8 million in sales in Q2 with gross margins in the low 20's. Therefore this one order of Red-C could have replaced all of the business jettisoned. This is just one order shipped in the first week of the quarter for one of the new products. It is stark confirmation of how far this small company has come in the past two years.

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