MRV Communications (MRVC) opinions? Message Board

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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 (20607)	4/28/2000 3:49:00 AM
From: coachbobknight	Read Replies (1) of 42804

mike...i agree...in fact for those of us who have been with mrvc since '97, we have been hearing "next year will be the year that revenues ramp dramatically" for a long time now... i think it is interesting in light of your comments about 'modest sequential revenue growth', that noam and the others were so quick to state that they were operating at full capacity currently... prospects for accelerouter and wireless fiberdriver and sms are no more clear after the call... there were no questions along these lines so mgmt let it go short...i am no longer working in fund mgmt professionally so i chose not to participate in the call...but now i wish i had elected to take part in order to flush some of this out...i was disappointed as usual that there were not more analysts on the call...the next time this stock sustains a rise, mgmt needs to do a tiny secondary to get a little action from the sell side...we can also assume that the ipo of luminent will bring coverage for mrvc... cheers to he who asked on the cc today whether such coverage would be the expected result of a luminent ipo...raz to naom for not answering the question directly... we might move higher tomorrow but the call could have been better... steve

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