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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: Robert G. Harrell who wrote (9854)8/3/1998 12:45:00 PM
From: Sector Investor  Read Replies (2) of 42804
 
<<I take it that neither of you perceive that sales did not really grow Q2 over Q1 internally or that it doesn't concern you because of the product transitions taking place. >>

Yes. Both Q1 and Q2 were transitional quarters in that in Q1 they made the acquisition and took the charges, acknowledging some Xyplex revenue that was "pre streamlining".

In Q2 they began the actual streamlining and integration of Xyplex.
Just like you can no longer break out Fibronics revenue, you can't (easily anyway) break out Xyplex revenue.

I also believe MRVC left some revenue in the kitty for Q3, which is traditionally slow in Europe.
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