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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: Jim Bautch who wrote (7157)2/23/1998 7:51:00 PM
From: Sector Investor  Read Replies (1) of 42804
 
<<As quoted from conference call "although Q1 is traditionally flat, the company is well positioned for healthy sequential gains again" in Q1 compared to Q4.

this is a HUGE statement. They are basically saying that Q1 rev. will grow over Q4, and most likely more than 10% (healthy).>>

Like ASND of late, MRVC seems to only take 1 penny over analyst estimates (the last 3 qtrs, I think).

I am confident they COULD have taken more in Q4, but they always look to the next quarter. They seem to manage the street well.

OK so we have a floor of say $0.26 diluted for Q1 slready - not bad at all. Now to disconnect so I can listen to the CC while my wife still has the use of the main phone (considerate guy I am <VBG>).
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