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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: Andrew Furst who wrote (8352)4/26/1998 1:41:00 PM
From: mph  Read Replies (1) of 42804
 
I agree with your assessment that the numbers are likely to be good and will be released before the bell, due to Noam's appearance on Squawk Box. Noam, et al. appear to be realistic about their shortcomings in dealing with analysts, like lastQ's conference call and poor handling of the inventory issue. It seems unlikely to me that he would be appearing all alone on CNBC for a short segment without a strong Q behind him and good news on a going forward basis. Of course and alas, I have been wrong before! But, on balance, the positives of Noam's appearance outweigh the negative vibes at this point.
All IMHO, of course.
mph
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