Richard, it was a good conference call, eh? Really good, I thought. Noam allowed himself to show a little of his excitement. Margins are still great, and the plan is to keep them up though high margin optical switching and multigigabit stuff.
And the promise of press releases of new partners in carrier space! Wow.
Now, what will happen tomorrow? I have no clue, but the conference call answered a lot of my questions. The financials are steadily improving, and it looks clear that Xyplex is contributing through sales, products and SERVICE CONTRACTS- an area I hadn't considered before. So, earnings are right on track, at the usual breakneck pace. This time, the conference call went pretty good, and that may make the difference!
As for me, I'm not much interested in Pink's comments on earnings. <What is your take on MRV's earnings. All of us are interested.>
I am interested in your take on MRVC earnings, however :^)
WebDrone |
