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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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From: hedgeclipper2/9/2006 12:38:01 AM
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GPON RFP???

MRV looks set to go when the RFP results are announced. …. Remember Appointech??? Wholly owned by MRVC..

appointech.com

On the Q3-05 conf. Call, Near talked about the burst mode GPON transceiver.

NearQ3

we've developed an in-house solution for a burst mode receiver capable of working at the 1.25 gigabits per second required for high speed GPON. We believe this is the only solution on the market today that currently can operate with the minimum inter-burst time defined in the GPON specifications.

Well here is their GEPON version of the same device.. It might do the trick….

appointech.com

Curious about 2005 revenues??? As I said late last year, more than $100 million from the Italian market alone…

Proffitto!!!!!!! Pronto!!!!!!!

These recent reports on 2005 financial results are from MRV’s Italian subsidiaries..

EDSLAN
Il fatturato globale è stato di 45 milioni di euro con un incremento del 5,6 % rispetto al 2004 . Numeri positivi a fronte di un andamento generale del mercato che non ha evidenziato incrementi significativi.
News Aziendali edslan.it

Tecnonet
Tecnonet S.p.A., azienda italiana del gruppo MRV Communications Inc. (Nasdaq: MRVC), attiva nell’ambito delle reti dati, della fonia e del networking, ha chiuso l’anno fiscale 2005 con risultati estremamente positivi. In particolare, il fatturato è cresciuto fino a raggiungere la soglia dei 44 milioni di Euro mentre la quota dei servizi è aumentata del 20% rispetto al 2004.

grandangolo.it

Easily more than $110 million in revenue from this one market..
Unfortunately mostly lower margin third party gear…Still ….
Q4 could well be at the high end of guidance or even above??

The folks who most likely wired up Portugal Telecom with 10 gig
>> represa.es

German newsletter

opticalaccess.de

nice case study..
mrv.com

When you put all the pieces together,

Blueshirt, new Director, New CFO, new sales executives for Channel programs and Federal Sales, new Country Manager in Germany, similar changes in Italy with Germany and Italy being of special strategic interest, shift of Luminent manufacturing to Taiwan, completion of Metro Ethernet suite with OS9000 and OS M6508, dozens of new sales engineers, rejuvenated FSO line

it is more than clear that MRV today is on course to achieve more business than the company we have known for the last six years or so..

If you haven't been buying recently maybe you should be....

Oh and the OSM6508 is coming ….. (so we won't have CWNT to kick around anymore...)

hedge
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