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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 (42125)7/15/2004 10:23:57 AM
From: mahler_one   of 42804
 
Well Greg, certainly I am not aware of anything definitive. Nevertheless, didn't we hear that MRV is supplying some materials to LU??? If so, one might conclude ( note the "might" ) that MRV is, through Lucent, supplying material to Verizon. If the "might" becomes "is", then the deal has very large implications for the bottom line at MRV. Indeed, the word "might become cash flow positive" very quickly to "will become cash flow positive" suddenly takes on some relevance.

Just conjecture on my part....some bits and pieces without hard facts of any kind....intriguing though...the usual disclaimers obtain...just my opinion...

m1
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