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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: Robert G. Harrell who wrote (35890)9/28/2001 8:29:54 PM
From: Sector Investor  Read Replies (2) of 42804
 
<<If MRVC isn't warning, they must be getting sales from somewhere to make up for the LMNE shortfall. >>

Yes, OPXS sales are said to be increasing, but this is also the first full quarter of Zuma revenue sales. Also NTT DoCoMo last I saw still was on target for October 3G launch in Japan, so CESCom should have some shipments in Q3. Perhaps CIMI has a piece of that too, as they repositioned the RED-C DSL/cable box for wireless. Plus CW may have some initial sales in Q3 (small if they do).
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