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: mahler_one who wrote (41250)	6/26/2003 9:02:55 AM
From: Greg h2o	of 42804

potential upside surprises in telecom equip sales? throw in a weak dollar... notes from a SB analyst: TELECOMMUNICATIONS EQUIPMENT Alex Henderson Census Bureau Suggests Conditions Remain Strong The US Census Bureau released its M3 data with information about shipments and orders for the telecom sector data through the month of May. The census data has been a useful predictor for revenue performance in our sector. We believe the data confirms that conditions in the June quarter remain strong and should show a seasonal uptick in revenue for the equipment vendors. Equipment shipments for April and May were up 5% compared to the first two months of 1Q, but down 6% year over year. New orders for April and May were down slightly compared to Jan/Feb and flat relative to the year ago period The industry Book to Bill ratio remained healthy, coming in at 1.06. Reflecting normal linearity, we expect the majority of the acceleration to occur during the month of June *We continue to rate the Telecom Equipment industry Market Weight

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