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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: Duffeck who wrote (41642)11/6/2003 2:30:23 PM
From: Greg h2o  Read Replies (1) of 42804
 
<<DJ its effectively more like twice that or 28% when you consider that over 50% (based on Q2) of their revenue come from the sale of 3rd party gear which shouldn't require R&D.>>
i don't know if i'd base any ratios on Q2. there was a large european order which accounted for much of the sales. and, i memory serves me correctly (from the cc), noam said almost all of that order was 3rd party gear. it would be very disappointing if the trend that led to your 28% R&D ratio were to last an extended period...
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