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: Greg h2o who wrote (8454)	4/28/1998 1:44:00 PM
From: Sector Investor	Read Replies (2) of 42804

<<Maybe the street is somewhat disappointed by the mix, but it should improve.>> Mix, schmix. A high margin sales dollar from overseas is still a high margin sales dollar - it just is taking longer to be recognized. It seems to me the street uses DSO to spot companies having trouble selling their products - to the exclusion of other indicators, such as record revenues qtr after qtr. Higher DSO with flat or declining revs is completely different from high DSO with exploding revs. Are these ANALysts trained so poorly that they can't see the difference? Excluding Xyplex MRVC still had $54+M revs vs $48+M in Q4.

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