MRV Communications (MRVC) opinions? Message Board

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Technology Stocks : MRV Communications (MRVC) opinions?

MRVC 9.975

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Aug 15 5:00 PM EST

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To: Seth Leyton who wrote (9776)	8/2/1998 9:31:00 PM
From: Robert G. Harrell	Read Replies (2) of 42804

Seth, <<With the fundamentals so good, what are we missing?>> Could it be the perception that the top line is not really growing? Someone, maybe Mr. Pink,(God forbid I should be influenced by him!) suggested that the company had no internal sales growth quarter to quarter if you factored out the sales from Xyplex. I went back to my tape of the CC and listened near the end and sure enough, as I thought I remembered, an analyst asked a series of questions about the contribution of Xyplex to last quarter's sales. The CFO, I assume correctly, said you couldn't separate out Xyplex sales because the companies were totally merged but when pressed, gave the figure of, I think, $5.2 mil from Xyplex. This would seem to lend credence to the claim that there was no internal growth. I guess with all the retraining of the two sales forces about each other's products that a fall-off in sales growth might be expected. I would appreciate your opinion and the opinion of others on this. Thanks, Bob

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