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: NDBFREE who wrote (42256)	11/18/2004 10:56:15 AM
From: mahler_one	Read Replies (1) of 42804

Perhaps Mr. Blebovits is the hypster in question?? Back on topic....when the possible ( dare I dream likely ) OEM relationship that MRV MIGHT have with Nortel is considered the potential for MRV must become more apparent. Of course, IF they have such a relationship it is hard to project the potential that such a relationship provides. Add the probable participation in the massive SBC build outs ( vendors chosen in February.....we have to wait a few months to learn, and even then MRV might not announce anything if they are an OEM for one of the winners ) and the VZ business...one suspects that the opportunity to buy stock at this level will end very quickly. The number of products available and the consequent opportunities ( not to mention how one might compute what will flow to the bottom line ) are almost too convoluted and complex to easily estimate. I suppose that is why Noam provided such a large spread in his guidance on the last cc. m1

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