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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: Greg h2o who wrote (42075)6/16/2004 3:46:49 PM
From: Ronald D. Stange  Read Replies (1) of 42804
 
Greg, actually I'd be pleased with (0.03).

I tend to believe the SG&A issue is productivity related (and indirectly size; JDSU at 21-22%) especially with LuminentOIC, and perhaps failure to drive selling behavior with an appropriately revised sales incentive plan from say 12-18 months ago. Reward should be given to those who achieve 100% of monthly sales forecasted quota (not 105% and certainly not 95%!).

A view of the sector:

thestreet.com

RDS
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