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: Bridge Player who wrote (41887)	2/6/2004 10:14:04 AM
From: Greg h2o	Read Replies (1) of 42804

bp, i don't think that's completely accurate. look at the operating loss of $3.4mil vs 6.8mil last quarter. that's a better indicator. looks like they only lost a few of cents on an operating basis. also, let's see what happens when the mix improves a little, as the roll-out of fttp sees more of mrv's products sold at higher margins. in the call, noam stated not only do they have a relationship with AFCI (and newly acquired US marconi optical), but they have a relationship with "all of the other vendors". that was regarding a question about the fttp buildout and their relationships. further, if the score one of the govt contracts, it could add nicely to the top and bottom lines. there were a lot of positives from the call. i would suggest anyone invested listen to it or read the transcript (once available). i don't have time to list everything... have a good one.

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