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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: Bridge Player who wrote (41887)2/5/2004 11:29:36 PM
From: Dee Jay  Read Replies (1) of 42804
 
I agree that revenues will have to jump a bit more to reach profitability though I'm not sure it'll take a 34% increase to do it.

My guess is that Noam and Co. have wrung out about all the excess cost they can get except that economies of scale may improve the productivity and thus margins on perhaps just another $5-8 million in sales.

Maybe it's wishful thinking but I think we're much closer to being in the black; we'll see if we get any guidance re Q1 (don't hold your breath waiting, though). It would not take much to ignite this stock - maybe as little as 2-3 cents per share profit with concurrent increases in cashflow.

BWDIK?

Dee Jay
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