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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: Greg h2o who wrote (33266)6/14/2001 9:30:36 AM
From: Sector Investor  Read Replies (1) of 42804
 
Well, looking at the BLS numbers and my Triplexor post earlier, the BLS FTTC deployments just have to be the bulk of LMNE's Q1 14% for MCNY. Now MCNY percentage was down from 18% in Q4, I believe - but Q1 is historically light for FTTC. Perhaps we are both right. If a slowdown occurs, the MCNY percent may not grow back as fast, but the BLS deployment puts a fat buffer against too big a drop there.
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